Vestia Personal Wealth Advisors New Holdings in Q3 2024

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional World Equity ETF
4.34K
New
N/A
4.34K $275M
BALT
Innovator Etfs Tr
8.06K
New
$29.76 - $30.83 $240K - $248K
8.06K $248M
WMT
Walmart Inc.

Consumer Defensive
2.85K
New
$66.91 - $81.4 $191K - $232K
2.85K $230M
UBSI
United Bankshares Inc

Financial Services
5.9K
New
$31.56 - $39.32 $186K - $232K
5.9K $219M
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
New
$194.9 - $224.8 $201K - $232K
1.03K $218M
BSX
Boston Scientific Corp

Healthcare
2.58K
New
$72.96 - $84.0 $188K - $217K
2.58K $216M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.69K
New
$33.74 - $37.96 $192K - $216K
5.69K $214M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.39K
New
$79.92 - $88.19 $191K - $210K
2.39K $210M
XTJA
Innovator Etfs Tr Us Equity Ac
7.49K
New
N/A
7.49K $204M
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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