Vista Cima Wealth Management LLC Innovator Etfs Tr Buffer Step Transaction History
Vista Cima Wealth Management LLC
- $107 Billion
- Q2 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 34,563 shares of BSTP stock, worth $1.22 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
34,563
Previous 33,034
4.63%
Holding current value
$1.22 Million
Previous $1.07 Billion
11.72%
% of portfolio
1.12%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding BSTP
# of Institutions
40Shares Held
1.36MCall Options Held
0Put Options Held
0-
Sunbelt Securities, Inc. Houston, TX266KShares$9.37 Million0.85% of portfolio
-
D.B. Root & Company, LLC220KShares$7.76 Million2.38% of portfolio
-
Rovin Capital104KShares$3.67 Million1.09% of portfolio
-
Cambridge Advisors Inc.87.8KShares$3.1 Million0.66% of portfolio
-
Commonwealth Equity Services, LLC86.2KShares$3.04 Million0.0% of portfolio