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| Name: |
Vista Private Wealth Partners. LLC |
| City: |
GREENWOOD VILLAGE |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
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10 |
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Closed Positions |
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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 |
|
IJR |
iShares Core S&P Small-Cap |
98 |
Closed |
$108.82 |
$0 |
0 |
0% |
-883,000 |
-8,414 |
0 |
Closed - End Fund - E... |
|
|
IWW |
iShares Russell 3000 Value |
91 |
Closed |
$88.79 |
$0 |
0 |
0% |
-3,382,000 |
-401,889 |
0 |
Closed - End Fund - E... |
|
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TLRY |
Tilray Inc |
97 |
Closed |
$1.85 |
$0 |
0 |
0% |
-23,000 |
-1,050 |
0 |
N/A |
|
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FNDF |
Schwab Fundamental Internat... |
90 |
Closed |
$36.08 |
$0 |
0 |
0% |
-1,379,000 |
-41,370 |
0 |
N/A |
|
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BOND |
Pimco Total Return Exchange... |
96 |
Closed |
$89.43 |
$0 |
0 |
0% |
-7,026,000 |
-76,589 |
0 |
N/A |
|
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GOVT |
Ishares Barclays Us Treasur... |
95 |
Closed |
$0.00 |
$0 |
0 |
0% |
-29,214,000 |
-47,883 |
0 |
N/A |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
94 |
Closed |
$0.00 |
$0 |
0 |
0% |
-292,000 |
-6,171 |
0 |
N/A |
|
|
GUNR |
FlexShares Global Upstream ... |
93 |
Closed |
$42.38 |
$0 |
0 |
0% |
-1,913,000 |
-47,067 |
0 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
99 |
Closed |
$181.62 |
$0 |
0 |
0% |
-315,000 |
-1,864 |
0 |
Closed - End Fund - Debt |
|
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NHTC |
Natural Health Trends Corp |
92 |
Closed |
$6.99 |
$0 |
0 |
0% |
-143,000 |
-24,330 |
0 |
Personal Products |
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