Vista Private Wealth Partners. LLC Vanguard Mid Cap Value Index F Transaction History
Vista Private Wealth Partners. LLC
- $223 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio