Vista Private Wealth Partners. LLC Spdr Bloomberg Short Term Inte Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$25.7 - $27.52 $100,281 - $107,383	3,902 Added 14.12%	31,540 $812,000
Q2 2023 Jul 17, 2023	BUY	$26.59 - $27.54 $58,285 - $60,367	2,192 Added 8.61%	27,638 $738,000
Q1 2023 May 09, 2023	BUY	$26.3 - $27.82 $203,930 - $215,716	7,754 Added 43.83%	25,446 $693,000
Q4 2022 Jan 12, 2023	BUY	$24.63 - $27.06 $22,462 - $24,678	912 Added 5.44%	17,692 $0
Q3 2022 Oct 13, 2022	BUY	$24.62 - $27.11 $13,885 - $15,290	564 Added 3.48%	16,780 $420,000
Q2 2022 Jul 13, 2022	BUY	$26.68 - $29.05 $20,783 - $22,629	779 Added 5.05%	16,216 $437,000
Q1 2022 Apr 13, 2022	BUY	$28.87 - $30.56 $75,697 - $80,128	2,622 Added 20.46%	15,437 $448,000
Q4 2021 Jan 19, 2022	BUY	$30.22 - $31.19 $89,360 - $92,228	2,957 Added 30.0%	12,815 $388,000
Q3 2021 Oct 13, 2021	BUY	$30.98 - $31.84 $77,450 - $79,600	2,500 Added 33.98%	9,858 $306,000
Q2 2021 Jul 14, 2021	BUY	$31.56 - $32.52 $232,218 - $239,282	7,358 New	7,358 $234,000

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.6 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.5 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.04 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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