Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 552,242 shares of IBTJ stock, worth $11.8 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
552,242Holding current value
$11.8 Million% of portfolio
4.6%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
142Shares Held
15MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.4 Million1.62% of portfolio
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Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
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Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio
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Bank Of America Corp Charlotte, NC581KShares$12.5 Million0.0% of portfolio