Vista Private Wealth Partners. LLC Purchases in Q3 2024

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
122K
New
$60.1 - $66.57 $7.31M - $8.09M
122K $8.07M
BA
Boeing CO

Industrials
4.83K
+ 728.85%
$152.04 - $190.6 $734K - $920K
5.49K $834K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.4K
+ 4.48%
$23.13 - $23.43 $588K - $596K
593K $13.9M
INTC
Intel Corp

Technology
23.3K
+ 752.14%
$18.9 - $34.87 $441K - $813K
26.4K $619K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.2K
+ 3.52%
$39.37 - $41.68 $519K - $550K
387K $16M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.4K
+ 3.73%
$21.96 - $22.69 $448K - $463K
567K $12.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.55K
+ 2.79%
$75.47 - $83.18 $419K - $462K
204K $17M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.1K
+ 4.76%
$21.7 - $22.6 $436K - $455K
443K $9.97M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.4K
+ 3.31%
$22.55 - $23.1 $414K - $424K
574K $13.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 1.95%
$36.98 - $41.55 $375K - $422K
530K $21.8M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
12.8K
+ 2.01%
$23.88 - $24.01 $307K - $309K
651K $15.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.61K
+ 1.59%
$73.43 - $80.37 $265K - $290K
231K $18.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.56K
+ 9.65%
$58.75 - $64.07 $209K - $228K
40.4K $2.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
353
+ 1.88%
$475.2 - $527.7 $168K - $186K
19.1K $10.1M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.8K
New
$22.76 - $23.41 $132K - $136K
5.8K $135K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.34K
+ 5.36%
$57.83 - $67.29 $77.2K - $89.8K
26.3K $1.75M
SCHG
Schwab Strategic Tr Us Large C

ETFs
672
+ 0.29%
$92.63 - $105.69 $62.2K - $71K
229K $23.9M
AXON
Axon Enterprise, Inc.

Industrials
170
+ 69.67%
$286.16 - $399.6 $48.6K - $67.9K
414 $165K
FNDF
Schwab Fundamental Intl Large

ETFs
1.61K
+ 0.57%
$33.67 - $37.71 $54K - $60.5K
284K $10.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.94K
+ 1.53%
$25.45 - $29.53 $49.2K - $57.1K
128K $3.74M
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
2K
New
$19.0 - $50.73 $38K - $101K
2K $54K
INTU
Intuit Inc

Technology
51
New
$602.97 - $670.49 $30.8K - $34.2K
51 $31K
WMT
Walmart Inc.

Consumer Defensive
294
+ 10.69%
$66.91 - $81.4 $19.7K - $23.9K
3.04K $245K
BIDU
Baidu, Inc.

Communication Services
220
+ 28.53%
$81.0 - $105.29 $17.8K - $23.2K
991 $104K
BSJR
Invesco Indx Tr

ETFs
915
New
$22.08 - $22.75 $20.2K - $20.8K
915 $20K
NKE
Nike, Inc.

Consumer Cyclical
227
+ 9.67%
$71.09 - $89.44 $16.1K - $20.3K
2.57K $227K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
711
+ 22.9%
$23.08 - $23.52 $16.4K - $16.7K
3.82K $89K
MTDR
Matador Resources CO

Energy
303
+ 67.18%
$47.4 - $65.22 $14.4K - $19.8K
754 $37K
AVGO
Broadcom Inc.

Technology
79
+ 192.68%
$136.27 - $1745.86 $10.8K - $138K
120 $20K
CMP
Compass Minerals International Inc

Basic Materials
946
+ 33.8%
$7.77 - $13.3 $7.35K - $12.6K
3.75K $45K
SCHC
Schwab Strategic Tr Intl Small

ETFs
243
+ 1.09%
$34.48 - $38.87 $8.38K - $9.45K
22.5K $867K
GOOGL
Alphabet Inc.

Communication Services
57
+ 25.45%
$148.65 - $191.18 $8.47K - $10.9K
281 $46K
CRM
Salesforce, Inc.

Technology
27
+ 4.21%
$238.42 - $276.53 $6.44K - $7.47K
669 $183K
IEMG
Ishares Inc

ETFs
120
+ 1.85%
$53.64 - $53.64 $6.44K - $6.44K
6.6K $353K
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.35%
$283.28 - $314.39 $3.12K - $3.46K
3.2K $1M
VTV
Vanguard Value ETF

ETFs
21
+ 1.14%
$159.75 - $174.57 $3.35K - $3.67K
1.86K $324K
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.55%
$181.06 - $197.17 $1.45K - $1.58K
1.45K $286K
ORCL
Oracle Corp

Technology
13
+ 0.13%
$125.9 - $170.35 $1.64K - $2.21K
9.98K $1.7M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
257
+ 4.66%
$6.3 - $6.99 $1.62K - $1.8K
5.78K $38K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.38%
$514.43 - $606.85 $514 - $607
261 $153K
KMI
Kinder Morgan, Inc.

Energy
9
+ 0.8%
$19.72 - $22.22 $177 - $200
1.14K $25K
BWA
Borgwarner Inc

Consumer Cyclical
29
+ 1.69%
$31.19 - $36.75 $905 - $1.07K
1.74K $63K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.1%
$103.87 - $117.59 $104 - $118
1.05K $123K
XLE
Energy Sector Spdr

ETFs
2
+ 1.04%
$84.35 - $93.39 $169 - $187
194 $17K
PEP
Pepsico Inc

Consumer Defensive
5
+ 1.87%
$161.9 - $179.3 $810 - $897
273 $46K
XEL
Xcel Energy Inc

Utilities
8
+ 0.68%
$52.11 - $65.3 $417 - $522
1.19K $77K
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.31%
$47.6 - $53.31 $1.43K - $1.6K
9.83K $518K
ETN
Eaton Corp PLC

Industrials
3
+ 1.4%
$272.52 - $333.02 $818 - $999
217 $71K
Amentum Holdings Inc
750
New
N/A
750 $0
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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