Vista Private Wealth Partners. LLC Spdr Nuveen Bloomberg Municipa Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$47.75 - $51.66 $244,575 - $264,602	-5,122 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$51.25 - $51.8 $768 - $777	15 Added 0.29%	5,122 $265,000
Q3 2021 Oct 13, 2021	BUY	$51.57 - $52.51 $567 - $577	11 Added 0.22%	5,107 $263,000
Q2 2021 Jul 14, 2021	SELL	$51.61 - $52.39 $26,527 - $26,928	-514 Reduced 9.16%	5,096 $265,000
Q1 2021 Apr 14, 2021	BUY	$51.39 - $52.66 $27,390 - $28,067	533 Added 10.5%	5,610 $291,000
Q4 2020 Jan 20, 2021	SELL	$51.59 - $52.53 $27,497 - $27,998	-533 Reduced 9.5%	5,077 $266,000
Q3 2020 Dec 22, 2020	SELL	$51.6 - $52.7 $88,442 - $90,327	-1,714 Reduced 23.4%	5,610 $291,000
Q2 2020 Jul 15, 2020	BUY	$48.59 - $51.81 $2,478 - $2,642	51 Added 0.7%	7,324 $378,000
Q1 2020 Apr 16, 2020	BUY	$44.31 - $52.43 $1,284 - $1,520	29 Added 0.4%	7,273 $353,000
Q4 2019 Jan 08, 2020	BUY	$50.2 - $51.05 $50 - $51	1 Added 0.01%	7,244 $367,000
Q2 2019 Aug 27, 2019	BUY	N/A	1,485 Added 25.79%	7,243 $372,000
Q1 2019 Apr 18, 2019	BUY	N/A	1 Added 0.02%	5,758 $282,000
Q4 2018 Feb 14, 2019	SELL	N/A	-623 Reduced 9.76%	5,757 $279,000
Q3 2018 Nov 15, 2018	SELL	N/A	-19,650 Reduced 75.49%	6,380 $300,000
Q1 2018 May 15, 2018	SELL	N/A	-3,828 Reduced 12.82%	26,030 $1.25 Million
Q4 2017 Feb 26, 2018	BUY	N/A	3,216 Added 12.07%	29,858 $1.43 Million
Q3 2017 Dec 05, 2017	BUY	N/A	26,642	26,642 $1.31 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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