Vista Cima Wealth Management LLC Ishares Agency Bond ETF Transaction History
Vista Cima Wealth Management LLC
- $107 Billion
- Q2 2025
A detailed history of Vista Cima Wealth Management LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 17,339 shares of AGZ stock, worth $1.92 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
17,339
Previous 17,535
1.12%
Holding current value
$1.92 Million
Previous $1.92 Billion
0.88%
% of portfolio
1.78%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding AGZ
# of Institutions
156Shares Held
4.36MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL402KShares$44.4 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO370KShares$40.9 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL289KShares$31.9 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA195KShares$21.5 Million3.56% of portfolio
-
Syon Capital LLC San Francisco, CA188KShares$20.8 Million1.36% of portfolio