Vista Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Vista Wealth Management Group, LLC

  • $1.27 Billion
  • Q1 2024
Number of Shares
1,183,779
Previous 1,335,449 11.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
N/A
-151,670 Reduced 11.36%
1,183,779 $0
Q4 2023

Feb 12, 2024
BUY
N/A
1,335,449 New
1,335,449 $0
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