Vista Private Wealth Partners. LLC Innovator U.S. Equity Ultra Bu Transaction History

Vista Private Wealth Partners. LLC

$223 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 08, 2020	SELL	$24.62 - $25.27 $51,702 - $53,067	-2,100 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$24.09 - $25.37 $50,589 - $53,277	2,100 New	2,100 $52,000

Others Institutions Holding UOCT

# of Institutions

53

Shares Held

1.31M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

333K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

108K
Shares

$3.7 Million
0.43% of portfolio
Kestra Advisory Services, LLC

62.1K
Shares

$2.14 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49K
Shares

$1.68 Million
0.73% of portfolio
Bedel Financial Consulting, Inc.

46.8K
Shares

$1.61 Million
0.24% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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