Vista Private Wealth Partners. LLC American Centy ETF Tr Diversif Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
7.08MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$97.9 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.6 Million0.21% of portfolio
-
Cx Institutional509KShares$25.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.4 Million2.99% of portfolio