Vestia Personal Wealth Advisors Purchases and Sells in Q3 2024

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

Top Buys

Incresed Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
26.9K
+ 9.04%
$25.36 - $28.37 $681K - $762K
324K $9.11B
22.8K
+ 9.95%
$31.05 - $34.29 $709K - $783K
252K $8.64B
166
+ 0.08%
$51.0 - $57.07 $8.47K - $9.47K
200K $11.1B
4.56K
+ 1.91%
$34.66 - $38.38 $158K - $175K
243K $9.26B
4.97K
+ 2.82%
$38.51 - $41.69 $191K - $207K
181K $7.55B
13.2K
+ 15.63%
$28.25 - $31.7 $374K - $419K
97.8K $3.01B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL WORLD EQUITY ETF
4.34K
New
N/A
4.34K $275M
8.06K
New
$29.76 - $30.83 $240K - $248K
8.06K $248M
2.85K
New
$66.91 - $81.4 $191K - $232K
2.85K $230M
5.9K
New
$31.56 - $39.32 $186K - $232K
5.9K $219M
1.03K
New
$194.9 - $224.8 $201K - $232K
1.03K $218M
2.58K
New
$72.96 - $84.0 $188K - $217K
2.58K $216M
View all

Top Sells

Reduced Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
-5.99K
- 11.65%
$31.47 - $35.08 $188K - $210K
45.4K $1.59B
-269
- 19.85%
$234.0 - $260.07 $62.9K - $70K
1.09K $282M
-294
- 11.49%
$82.97 - $98.97 $24.4K - $29.1K
2.26K $221M
-6
- 0.23%
$84.77 - $97.13 $509 - $583
2.65K $253M
-1
- 0.12%
$266.03 - $266.03 $266 - $266
804 $223M
-37
- 0.88%
$49.82 - $55.29 $1.84K - $2.05K
4.16K $230M
View all
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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