Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Vista Private Wealth Partners. LLC
- $331 Million
- Q3 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 750,016 shares of IBTI stock, worth $16.8 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
750,016
Previous 750,016
-0.0%
Holding current value
$16.8 Million
Previous $16.8 Million
0.13%
% of portfolio
5.07%
Previous 5.3%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
205Shares Held
40.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio