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YieldMax MSTR Opt shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt 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 YieldMax MSTR Opt by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $14k 500 28.89

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for Vista Private Wealth Partners

Top funds holding YieldMax MSTR Opt

Toroso Investments
Citadel Advisors
Belvedere Trading
Wealth Enhancement Advisory Services
Diversify Wealth Management
Simplex Trading
Dynamic Advisors Solutions
International Assets Investment Management
AlphaMark Advisors
Tucker Asset Management
Vista Private Wealth Partners
CWM
Tower Research Capital
Royal Bank of Canada
Newbridge Financial Services Group

View all funds holding YieldMax MSTR Opt