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Dutch Bros shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dutch Bros by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $25k 475 52.38
2024-09-30 $18k 575 32.03
2024-06-30 $77k 1.9k 41.40

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Vista Private Wealth Partners

Top funds holding Dutch Bros

Vanguard Group
FMR
BlackRock
Citadel Advisors
Baillie Gifford & Co
Goodman & Company, Investment Counsel
Marshall Wace
Investec Asset Management
Invesco
UBS Group
TSG Consumer Partners
Geode Capital Management
Millennium Management
T. Rowe Price Investment Management
State Street Corporation

View all funds holding Dutch Bros