Vista Private Wealth Partners. LLC Closed Holding Positions

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MCK
Mckesson Corp

Healthcare
Q4 2019 Filed on Jan 08, 2020
259
$130.23 - $153.27 $33.7K - $39.7K
COOP
Mr. Cooper Group Inc.

Financial Services
Q4 2019 Filed on Jan 08, 2020
2,487
$10.33 - $13.47 $25.7K - $33.5K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2019 Filed on Jan 08, 2020
400
$16.37 - $19.91 $6.55K - $7.96K
ITA
Ishares Tr

ETFs
Q4 2019 Filed on Jan 08, 2020
101
$107.34 - $116.85 $10.8K - $11.8K
IBTX
Independent Bank Group, Inc.

Financial Services
Q4 2019 Filed on Jan 08, 2020
211
$50.24 - $61.61 $10.6K - $13K
BJUL
Innovator U.S. Equity Buffer E

ETFs
Q4 2019 Filed on Jan 08, 2020
4,098
$25.62 - $27.69 $105K - $113K
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q4 2019 Filed on Jan 08, 2020
670
$25.64 - $26.77 $17.2K - $17.9K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q4 2019 Filed on Jan 08, 2020
2,100
$24.62 - $25.27 $51.7K - $53.1K
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q4 2019 Filed on Jan 08, 2020
1,257
$103.09 - $116.26 $130K - $146K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q4 2019 Filed on Jan 08, 2020
1,615
$22.46 - $24.04 $36.3K - $38.8K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2019 Filed on Jan 08, 2020
146
$56.67 - $58.34 $8.27K - $8.52K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q4 2019 Filed on Jan 08, 2020
181
$18.92 - $19.3 $3.42K - $3.49K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q4 2019 Filed on Jan 08, 2020
61
$47.97 - $51.5 $2.93K - $3.14K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2019 Filed on Jan 08, 2020
289
$93.18 - $96.04 $26.9K - $27.8K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Jan 08, 2020
200
$97.24 - $123.5 $19.4K - $24.7K
IEUS
Ishares Msci Europe Small Cap

ETFs
Q4 2019 Filed on Jan 08, 2020
120
$47.64 - $55.76 $5.72K - $6.69K
INDB
Independent Bank Corp

Financial Services
Q4 2019 Filed on Jan 08, 2020
250
$70.39 - $86.35 $17.6K - $21.6K
Pretium Res Inc
Q4 2019 Filed on Jan 08, 2020
400
N/A
Proshares Tr
Q4 2019 Filed on Jan 08, 2020
170
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2019 Filed on Jan 08, 2020
1,756
$51.66 - $55.76 $90.7K - $97.9K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2019 Filed on Jan 08, 2020
157
$17.86 - $21.36 $2.8K - $3.35K
VLO
Valero Energy Corp

Energy
Q4 2019 Filed on Jan 08, 2020
77
$82.8 - $101.4 $6.38K - $7.81K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2019 Filed on Jan 08, 2020
429
$108.67 - $119.8 $46.6K - $51.4K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2019 Filed on Jan 08, 2020
1,788
$80.76 - $81.3 $144K - $145K
WPC
W. P. Carey Inc.

Real Estate
Q4 2019 Filed on Jan 08, 2020
1,418
$76.67 - $93.45 $109K - $133K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2019 Filed on Jan 08, 2020
1,275
$34.97 - $38.17 $44.6K - $48.7K
SHAG
Wisdomtree Yield Enhanced U.S.
Q4 2019 Filed on Jan 08, 2020
134
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2019 Filed on Jan 08, 2020
76
$97.62 - $114.66 $7.42K - $8.71K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2019 Filed on Jan 08, 2020
113
$29.33 - $29.7 $3.31K - $3.36K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Jan 08, 2020
283
$57.76 - $64.9 $16.3K - $18.4K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q4 2019 Filed on Jan 08, 2020
848
$52.31 - $55.66 $44.4K - $47.2K
PRU
Prudential Financial Inc

Financial Services
Q4 2019 Filed on Jan 08, 2020
790
$84.95 - $95.27 $67.1K - $75.3K
QRVO
Qorvo, Inc.

Technology
Q4 2019 Filed on Jan 08, 2020
125
$71.37 - $117.96 $8.92K - $14.7K
SNY
Sanofi

Healthcare
Q4 2019 Filed on Jan 08, 2020
2,097
$44.25 - $50.86 $92.8K - $107K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2019 Filed on Jan 08, 2020
2,235
$36.37 - $40.34 $81.3K - $90.2K
Whiting Pete Corp New
Q4 2019 Filed on Jan 08, 2020
66
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q4 2019 Filed on Jan 08, 2020
152
$37.81 - $42.27 $5.75K - $6.43K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2019 Filed on Jan 08, 2020
551
$53.21 - $54.14 $29.3K - $29.8K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Jan 08, 2020
3,525
$22.24 - $24.07 $78.4K - $84.8K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2019 Filed on Jan 08, 2020
1,002
$75.43 - $122.29 $75.6K - $123K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 08, 2020
164
$41.44 - $48.66 $6.8K - $7.98K
INCY
Incyte Corp

Healthcare
Q4 2019 Filed on Jan 08, 2020
16
$73.04 - $95.72 $1.17K - $1.53K
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2019 Filed on Jan 08, 2020
1,477
$30.12 - $33.25 $44.5K - $49.1K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2019 Filed on Jan 08, 2020
785
$64.27 - $86.37 $50.5K - $67.8K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2019 Filed on Jan 08, 2020
1,176
$42.24 - $51.22 $49.7K - $60.2K
T
At&T Inc.

Communication Services
Q4 2019 Filed on Jan 08, 2020
2,155
$27.81 - $29.93 $59.9K - $64.5K
ATI
Allegheny Technologies Inc

Industrials
Q4 2019 Filed on Jan 08, 2020
108
$19.18 - $23.79 $2.07K - $2.57K
ADES
Advanced Emissions Solutions, Inc.

Industrials
Q4 2019 Filed on Jan 08, 2020
3,537
$9.87 - $14.21 $34.9K - $50.3K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2019 Filed on Jan 08, 2020
1,580
$51.95 - $59.42 $82.1K - $93.9K
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