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Square Inc cl a shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Square Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Square Inc cl a 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 Square Inc cl a by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.6k 78 85.00
2024-09-30 $18k 261 67.13
2024-06-30 $85k 1.3k 64.49

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 Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Sands Capital Management
Capital World Investors
Citadel Advisors
Baillie Gifford & Co
Susquehanna International
Loomis, Sayles and
Dragoneer Investment
FMR
Ameriprise Financial
Wellington Management Company
Point72 Asset Management

View all funds holding Square Inc cl a