Vista Cima Wealth Management LLC Innovator Etfs Tr Buffer Step Transaction History
Vista Cima Wealth Management LLC
- $120 Billion
- Q3 2025
A detailed history of Vista Cima Wealth Management LLC transactions in Innovator Etfs Tr Buffer Step stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 37,647 shares of BSTP stock, worth $1.37 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
37,647
Previous 34,563
8.92%
Holding current value
$1.37 Million
Previous $1.19 Billion
14.7%
% of portfolio
1.14%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding BSTP
# of Institutions
42Shares Held
1.31MCall Options Held
0Put Options Held
0-
Sunbelt Securities, Inc. Houston, TX259KShares$9.44 Million0.73% of portfolio
-
D.B. Root & Company, LLC216KShares$7.87 Million2.29% of portfolio
-
Rovin Capital102KShares$3.73 Million1.03% of portfolio
-
Cambridge Advisors Inc.87.5KShares$3.19 Million0.65% of portfolio
-
Commonwealth Equity Services, LLC81.4KShares$2.97 Million0.0% of portfolio