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SPDR DJ Wilshire Large Cap shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap 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 SPDR DJ Wilshire Large Cap by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 421 515.30

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 SPDR DJ Wilshire Large Cap

Betterment
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Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Resources Investment Advisors
Advisor Group Holdings
Stadion Money Management
CWM
Clark Capital Management Group
Allianz Asset Management
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap