Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 1,119 shares of RAFE stock, worth $42,745. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,119
Previous 1,119
-0.0%
Holding current value
$42,745
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding RAFE
# of Institutions
24Shares Held
813KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.6 Million1.1% of portfolio
-
Arlington Financial Advisors, LLC127KShares$4.85 Million1.2% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA112KShares$4.26 Million3.25% of portfolio
-
Gen Wealth Group, Inc.82KShares$3.13 Million0.71% of portfolio
-
Commonwealth Equity Services, LLC67.4KShares$2.57 Million0.0% of portfolio