Vista Private Wealth Partners. LLC Pimco Active Bond Exchange Tra Transaction History
Vista Private Wealth Partners. LLC
- $223 Million
- Q1 2024
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
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Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio