Vista Private Wealth Partners. LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $249 Million distributed in 250663 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $23M, Schwab Strategic Tr Intl Eqty with a value of $20M, Schwab Strategic Tr Us Large C with a value of $16.8M, Schwab Strategic U.S. Mid Cap with a value of $15.5M, and Ishares Tr Ibonds Dec 2024 Ter with a value of $15.3M.
Examining the 13F form we can see an increase of $26M in the current position value, from $223M to 249M.
Below you can find more details about Vista Private Wealth Partners. LLC portfolio as well as his latest detailed transactions.