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 387,475 shares of TOTL stock, worth $15.4 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
387,475
Previous 374,282
3.52%
Holding current value
$15.4 Million
Previous $15.5 Million
3.52%
% of portfolio
6.14%
Previous 5.93%
Shares
9 transactions
Others Institutions Holding TOTL
# of Institutions
364Shares Held
66.1MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$297 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.61MShares$223 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$125 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$101 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.5MShares$99.3 Million0.01% of portfolio