Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISTA PRIVATE WEALTH PARTNERS LLC | 02-13-2024 | 12-31-2023 | 88 | 215,804,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 101 | $478,672 | 1,113 | 0.00 | 0.00 | 459 | 70.18 | 12-31-2023 |
| ANTERO RESOURCES COR | COM | 102 | $430,976 | 19,129 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES 10-20 YEAR TREASURY BOND ETF | 10-20 YR TRS ETF | 103 | $426,981 | 3,999 | 0.00 | 0.00 | 181 | 4.74 | 12-31-2023 |
| TESLA INC | COM | 104 | $419,586 | 1,752 | 0.00 | 0.00 | -122 | -6.51 | 12-31-2023 |
