Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Vista Private Wealth Partners. LLC
- $276 Million
- Q1 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 678,753 shares of IBTG stock, worth $15.5 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
678,753
Previous 615,501
10.28%
Holding current value
$15.5 Million
Previous $14 Million
10.91%
% of portfolio
5.65%
Previous 5.49%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio