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  Name: Vista Private Wealth Partners. LLC
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $258,731,000
  Total Value Change : $42,926,000
  Securities Held Change : 10
   
All Securities Held : 95
  New Positions : 13
  Closed Positions : 10
  Increased Positions : 38
  Unchanged Positions : 4
  Decreased Positions : 40

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 4 New $39.46 $13,280,000 595,956 5.13% 13,280,000 595,956 6.622    N/A
   (NTSE)1 Year Chart         NTSE Wisdomtree Emerging Markets... 35 New $0.00 $1,010,000 34,114 0.39% 1,010,000 34,114 0.379    N/A
   (ACN)1 Year Chart         ACN Accenture Plc 52 New $300.99 $529,000 30,000 0.2% 529,000 30,000 0.005    Management Services
   (IMNM)1 Year Chart         IMNM Immunome Inc. 57 New $14.22 $415,000 20,000 0.16% 415,000 20,000 0.036    N/A
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 60 New $74.18 $394,000 4,613 0.15% 394,000 4,613 0.002    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 61 New $335.54 $393,000 1,130 0.15% 393,000 1,130 0    Medical Instruments &...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 79 New $62.29 $217,000 421 0.08% 217,000 421 0    Closed - End Fund - E...
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 81 New $103.62 $207,000 1,967 0.08% 207,000 1,967 0.004    N/A
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 83 New $3.33 $173,000 54,000 0.07% 173,000 54,000 0.007    Savings & Loans
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 86 New $0.00 $117,000 4,100 0.05% 117,000 4,100 0.004    N/A

      10 Records Found
  1    
Page 1 of 1
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