Vista Private Wealth Partners. LLC Innovator U.S. Equity Ultra Bu Transaction History
Vista Private Wealth Partners. LLC
- $249 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding UJAN
# of Institutions
90Shares Held
2.8MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA536KShares$20.4 Million4.8% of portfolio
-
Commonwealth Equity Services, LLC255KShares$9.69 Million0.01% of portfolio
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Strategic Blueprint, LLC Atlanta, GA162KShares$6.14 Million0.43% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH152KShares$5.77 Million0.62% of portfolio
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Mgo One Seven LLC Beachwood, OH132KShares$5.01 Million0.24% of portfolio