Vista Private Wealth Partners. LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 374,282 shares of TOTL stock, worth $14.9 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
374,282
Previous 374,282
-0.0%
Holding current value
$14.9 Million
Previous $14.9 Million
4.23%
% of portfolio
5.93%
Previous 5.98%
Shares
8 transactions
Others Institutions Holding TOTL
# of Institutions
350Shares Held
62.5MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$292 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$209 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$94.2 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$93.6 Million6.5% of portfolio