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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
Found :
25 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MVF |
Blackrock Munivest Fund Inc |
97 |
Closed |
$7.04 |
$0 |
0 |
0% |
-131,000 |
-21,400 |
0 |
Closed - End Fund - Debt |
|
|
FBND |
Fidelity Total Bond Etf |
84 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,854,000 |
-42,840 |
0 |
N/A |
|
|
BWZ |
SPDR Series Trust |
103 |
Closed |
$26.00 |
$0 |
0 |
0% |
-810,000 |
-31,540 |
0 |
Closed - End Fund - Debt |
|
|
VXUS |
Vanguard Total Internationa... |
90 |
Closed |
$61.05 |
$0 |
0 |
0% |
-246,000 |
-4,649 |
0 |
Closed - End Fund - E... |
|
|
EP.PC |
El Paso Energy Capital Trus... |
96 |
Closed |
$46.33 |
$0 |
0 |
0% |
-252,000 |
-15,580 |
0 |
Oil & Gas Pipelines &... |
|
|
QQQ |
Invesco QQQ Trust Series I |
83 |
Closed |
$442.06 |
$0 |
0 |
0% |
-1,077,000 |
-2,995 |
0 |
Closed - End Fund - Debt |
|
|
SCHF |
Schwab Strategic Trust |
102 |
Closed |
$39.15 |
$0 |
0 |
0% |
-12,652,000 |
-378,349 |
0 |
Closed - End Fund - Debt |
|
|
IBTD |
Ishares Ibonds Dec 2023 Ter... |
89 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,863,000 |
-318,156 |
0 |
N/A |
|
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
95 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,645,000 |
-321,744 |
0 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
82 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,183,000 |
-27,302 |
0 |
N/A |
|
|
SCHV |
Schwab Strategic Trust |
101 |
Closed |
$74.81 |
$0 |
0 |
0% |
-13,817,000 |
-217,103 |
0 |
Closed - End Fund - Debt |
|
|
KJAN |
Innovator Russell 2000 Powe... |
88 |
Closed |
$0.00 |
$0 |
0 |
0% |
-627,000 |
-20,619 |
0 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
94 |
Closed |
$46.22 |
$0 |
0 |
0% |
-268,000 |
-5,958 |
0 |
N/A |
|
|
BSJP |
Invesco Bulletshares 2025 H... |
100 |
Closed |
$22.98 |
$0 |
0 |
0% |
-5,939,000 |
-264,710 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
87 |
Closed |
$53.31 |
$0 |
0 |
0% |
-746,000 |
-15,765 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
106 |
Closed |
$412.05 |
$0 |
0 |
0% |
-735,000 |
-2,119 |
0 |
Property & Casualty I... |
|
|
VHT |
Vanguard Health Care Vipers |
93 |
Closed |
$262.19 |
$0 |
0 |
0% |
-1,028,000 |
-4,419 |
0 |
Closed - End Fund - E... |
|
|
YDEC |
Ft Cboe Vest International ... |
99 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,365,000 |
-162,805 |
0 |
N/A |
|
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
86 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,667,000 |
-202,994 |
0 |
N/A |
|
|
BSJO |
Invesco Bulletshares 2024 H... |
105 |
Closed |
$22.77 |
$0 |
0 |
0% |
-1,613,000 |
-71,861 |
0 |
N/A |
|
|
XSOE |
Wisdomtree Emerging Markets... |
92 |
Closed |
$30.18 |
$0 |
0 |
0% |
-910,000 |
-34,323 |
0 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
98 |
Closed |
$80.04 |
$0 |
0 |
0% |
-222,000 |
-2,575 |
0 |
N/A |
|
|
SCZ |
ISHARES MSCI EAFE SM |
85 |
Closed |
$63.64 |
$0 |
0 |
0% |
-341,000 |
-6,145 |
0 |
Closed - End Fund - E... |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
104 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,091,000 |
-249,416 |
0 |
N/A |
|
|
IBND |
Spdr Barclays Capital Inter... |
91 |
Closed |
$28.82 |
$0 |
0 |
0% |
-691,000 |
-25,628 |
0 |
Closed - End Fund - E... |
|
