Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Vista Private Wealth Partners. LLC
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $215,805,000
  Total Value Change : $-23,164,000
  Securities Held Change : -11
   
All Securities Held : 85
  New Positions : 14
  Closed Positions : 25
  Increased Positions : 38
  Unchanged Positions : 5
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     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
   (AMGP)1 Year Chart         AMGP Antero Midstream GP LP 41 - $14.42 $695,000 56,257 0.32% 34,000 0 0.011    N/A
   (AR)1 Year Chart         AR Antero Resources Corp 47 - $33.32 $431,000 19,129 0.2% -32,000 0 0.007    Oil & Gas Drilling & ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 59 - $181.14 $315,000 1,864 0.15% 27,000 0 0    Closed - End Fund - Debt
   (NHTC)1 Year Chart         NHTC Natural Health Trends Corp 77 - $7.35 $143,000 24,330 0.07% 14,000 0 0.213    Personal Products
   (BKSY)1 Year Chart         BKSY BlackSky Technology Inc 80 - $1.21 $35,000 25,984 0.02% 5,000 0 0.058    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results