Vista Private Wealth Partners. LLC Spdr S&P 500 ETF Trust Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 269 shares of SPY stock, worth $158,212. This represents 0.06% of its overall portfolio holdings.

Number of Shares
269
Previous 269 -0.0%
Holding current value
$158,212
Previous $146,000 5.48%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$495.16 - $548.49 $133,198 - $147,543
269 New
269 $146,000
Q1 2022

Apr 13, 2022
SELL
$416.25 - $477.71 $185,647 - $213,058
-446 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$428.64 - $477.48 $191,173 - $212,956
446 New
446 $213,000
Q4 2019

Jan 08, 2020
SELL
$288.06 - $322.94 $185,798 - $208,296
-645 Closed
0 $0
Q3 2019

Oct 16, 2019
SELL
$283.82 - $302.01 $88,551 - $94,227
-312 Reduced 32.6%
645 $191,000
Q2 2019

Aug 27, 2019
SELL
$274.57 - $295.86 $17,572 - $18,935
-64 Reduced 6.27%
957 $279,000
Q1 2019

Apr 18, 2019
SELL
$244.21 - $284.73 $9,035 - $10,535
-37 Reduced 3.5%
1,021 $294,000
Q4 2018

Feb 14, 2019
SELL
$234.34 - $291.73 $45,696 - $56,887
-195 Reduced 15.56%
1,058 $286,000
Q3 2018

Nov 15, 2018
BUY
$270.9 - $293.58 $3,792 - $4,110
14 Added 1.13%
1,253 $343,000
Q1 2018

May 15, 2018
BUY
$257.63 - $286.58 $1,030 - $1,146
4 Added 0.32%
1,239 $339,000
Q4 2017

Feb 26, 2018
BUY
$252.32 - $268.2 $56,772 - $60,345
225 Added 22.28%
1,235 $335,000
Q3 2017

Dec 05, 2017
BUY
$242.71 - $251.23 $245,137 - $253,742
1,010
1,010 $262,000

Others Institutions Holding SPY

# of Institutions
4,542
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email