Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
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 442,838 shares of IBTI stock, worth $9.73 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
442,838
Previous 422,723
4.76%
Holding current value
$9.73 Million
Previous $9.52 Million
4.76%
% of portfolio
3.82%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
153Shares Held
24.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.9 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$23.8 Million1.65% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.6 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.5 Million0.02% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.2 Million0.55% of portfolio