Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 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 684 shares of RAFE stock, worth $25,075. This represents 0.01% of its overall portfolio holdings.
Number of Shares
684
Previous 682
0.29%
Holding current value
$25,075
Previous $25,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding RAFE
# of Institutions
25Shares Held
1.27MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR464KShares$17 Million9.07% of portfolio
-
Northwest Bancshares, Inc. Warren, PA164KShares$6.03 Million1.11% of portfolio
-
Arlington Financial Advisors, LLC132KShares$4.83 Million1.12% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA111KShares$4.06 Million3.19% of portfolio
-
Gen Wealth Group, Inc.80.7KShares$2.96 Million0.67% of portfolio