Number of Shares
35,999
Previous 35,786 0.6%
Holding current value
$1.04 Billion
Previous $894 Million 16.17%
% of portfolio
0.98%
Previous 0.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
N/A
213 Added 0.6%
35,999 $1.04 Billion
Q2 2024

Aug 09, 2024

BUY
N/A
35,786 New
35,786 $894 Million
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.