Vista Private Wealth Partners. LLC Vaneck Morningstar Internation Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$23.32 - $30.21 $1.96 Million - $2.54 Million	-84,109 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$21.61 - $32.75 $139,600 - $211,565	6,460 Added 8.32%	84,109 $1.99 Million
Q4 2019 Jan 08, 2020	BUY	$29.85 - $33.13 $131,220 - $145,639	4,396 Added 6.0%	77,649 $2.53 Million
Q3 2019 Oct 16, 2019	BUY	$30.19 - $31.16 $14,189 - $14,645	470 Added 0.65%	73,253 $0
Q2 2019 Aug 27, 2019	BUY	N/A	8,158 Added 12.62%	72,783 $2.13 Million
Q1 2019 Apr 18, 2019	BUY	N/A	1,096 Added 1.73%	64,625 $2.07 Million
Q4 2018 Feb 14, 2019	BUY	N/A	2,097 Added 3.41%	63,529 $1.94 Million
Q3 2018 Nov 15, 2018	BUY	N/A	8,572 Added 16.22%	61,432 $1.89 Million
Q1 2018 May 15, 2018	BUY	N/A	3,316 Added 6.69%	52,860 $1.83 Million
Q4 2017 Feb 26, 2018	BUY	N/A	1,870 Added 3.92%	49,544 $1.73 Million
Q3 2017 Dec 05, 2017	BUY	N/A	47,674	47,674 $1.71 Million

Others Institutions Holding MOTI

# of Institutions

63

Shares Held

5.65M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.77M
Shares

$58 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

1.23M
Shares

$40.3 Million
1.05% of portfolio
Raymond James & Associates St Petersburg, FL

804K
Shares

$26.4 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

325K
Shares

$10.7 Million
0.0% of portfolio
Southern Farm Bureau Life Insurance

314K
Shares

$10.3 Million
1.74% of portfolio

About VANECK MORNINGSTAR INTERNATION

Ticker MOTI
Sector ETFs
Industry ETFs

More about MOTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.