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
ABT
Abbott Laboratories

Healthcare
Q4 2019 Filed on Jan 08, 2020
86
$78.51 - $87.4 $6.75K - $7.52K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q4 2019 Filed on Jan 08, 2020
54,679
$25.66 - $26.62 $1.4M - $1.46M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2019 Filed on Jan 08, 2020
402
$30.67 - $30.78 $12.3K - $12.4K
LRGF
Ishares Tr

ETFs
Q4 2019 Filed on Jan 08, 2020
89
$30.86 - $34.52 $2.75K - $3.07K
EMGF
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Jan 08, 2020
2,794
$40.36 - $45.63 $113K - $127K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q4 2019 Filed on Jan 08, 2020
3,146
$41.34 - $47.36 $130K - $149K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q4 2019 Filed on Jan 08, 2020
1,341
$189.85 - $222.56 $255K - $298K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 08, 2020
6,945
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Jan 08, 2020
899
$40.27 - $45.07 $36.2K - $40.5K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2019 Filed on Jan 08, 2020
521
$50.59 - $53.39 $26.4K - $27.8K
BLK
Black Rock Inc.

Financial Services
Q4 2019 Filed on Jan 08, 2020
75
$413.16 - $503.24 $31K - $37.7K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2019 Filed on Jan 08, 2020
38
$196.85 - $231.21 $7.48K - $8.79K
GIS
General Mills Inc

Consumer Defensive
Q4 2019 Filed on Jan 08, 2020
824
$50.0 - $54.61 $41.2K - $45K
GD
General Dynamics Corp

Industrials
Q4 2019 Filed on Jan 08, 2020
379
$173.54 - $187.08 $65.8K - $70.9K
Fqf Tr
Q4 2019 Filed on Jan 08, 2020
250
N/A
FLS
Flowserve Corp

Industrials
Q4 2019 Filed on Jan 08, 2020
3,369
$42.5 - $50.9 $143K - $171K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2019 Filed on Jan 08, 2020
460
$16.07 - $21.03 $7.39K - $9.67K
DTE
Dte Energy CO

Utilities
Q4 2019 Filed on Jan 08, 2020
380
$102.54 - $113.35 $39K - $43.1K
D
Dominion Energy, Inc

Utilities
Q4 2019 Filed on Jan 08, 2020
453
$79.62 - $83.46 $36.1K - $37.8K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2019 Filed on Jan 08, 2020
195
$405.6 - $485.73 $79.1K - $94.7K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Jan 08, 2020
217
N/A
CCL
Carnival Corp

Consumer Cyclical
Q4 2019 Filed on Jan 08, 2020
107
$40.13 - $51.33 $4.29K - $5.49K
Chesapeake Energy Corp
Q4 2019 Filed on Jan 08, 2020
2,000
N/A
CI
Cigna Corp

Healthcare
Q4 2019 Filed on Jan 08, 2020
53
$147.19 - $206.47 $7.8K - $10.9K
GLW
Corning Inc

Technology
Q4 2019 Filed on Jan 08, 2020
395
$27.27 - $30.61 $10.8K - $12.1K
CTVA
Corteva, Inc.

Basic Materials
Q4 2019 Filed on Jan 08, 2020
873
$24.65 - $29.56 $21.5K - $25.8K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2019 Filed on Jan 08, 2020
2,036
$38.15 - $42.78 $77.7K - $87.1K
BP
Bp PLC

Energy
Q4 2019 Filed on Jan 08, 2020
398
$36.37 - $39.83 $14.5K - $15.9K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2019 Filed on Oct 16, 2019
1,446
$169.42 - $188.04 $245K - $272K
Ishares Tr
Q3 2019 Filed on Oct 16, 2019
11,208
N/A
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2019 Filed on Aug 27, 2019
2,360
$97.23 - $109.19 $229K - $258K
Wisdomtree Tr
Q2 2019 Filed on Aug 27, 2019
17,321
N/A
Tableau Software Inc
Q2 2019 Filed on Aug 27, 2019
5,664
N/A
Dowdupont Inc
Q1 2019 Filed on Apr 18, 2019
3,844
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2019 Filed on Apr 18, 2019
130,053
N/A
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q1 2019 Filed on Apr 18, 2019
10,910,890
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
3,074
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
21,659
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 14, 2019
266,884
N/A
Wells Fargo & CO
Q4 2018 Filed on Feb 14, 2019
16,346
N/A
XLF
Financial Sector Spdr

ETFs
Q4 2018 Filed on Feb 14, 2019
69,629
N/A
Powershares ETF Tr Ii
Q3 2018 Filed on Nov 15, 2018
18,988
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q3 2018 Filed on Nov 15, 2018
68,385
N/A
Ishares Tr
Q3 2018 Filed on Nov 15, 2018
20,554
N/A
Powershares ETF Tr Ii
Q3 2018 Filed on Nov 15, 2018
55,128
N/A
Powershares Qqq Trust
Q3 2018 Filed on Nov 15, 2018
7,104
N/A
Rydex ETF Trust
Q1 2018 Filed on May 15, 2018
4,781
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 15, 2018
36,385
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on May 15, 2018
23,875
N/A
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