Vestia Personal Wealth Advisors Options Holdings

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $126 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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