Vista Private Wealth Partners. LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 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 356,438 shares of TOTL stock, worth $14.3 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
356,438
Previous 387,475
8.01%
Holding current value
$14.3 Million
Previous $16 Million
12.47%
% of portfolio
5.49%
Previous 6.14%
Shares
10 transactions
Others Institutions Holding TOTL
# of Institutions
388Shares Held
69.5MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$261 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$133 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.73MShares$110 Million0.22% of portfolio