Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RAFE
# of Institutions
23Shares Held
741KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.48 Million1.04% of portfolio
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Arlington Financial Advisors, LLC127KShares$4.76 Million1.2% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA110KShares$4.12 Million3.26% of portfolio
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Gen Wealth Group, Inc.82KShares$3.07 Million0.71% of portfolio
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Commonwealth Equity Services, LLC67.4KShares$2.53 Million0.0% of portfolio