Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISTA INVESTMENT MANAGEMENT | 05-15-2024 | 03-31-2024 | 180 | 245,615,675 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 151 | $363,183 | 598 | 0.00 | 0.00 | -22 | -3.55 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 152 | $355,633 | 2,100 | 0.00 | 0.00 | 66 | 3.24 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 153 | $351,374 | 6,925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | INTER MUN BD ACT | 154 | $335,756 | 6,399 | 0.00 | 0.00 | 95 | 1.51 | 03-31-2024 |
