Vestia Personal Wealth Advisors Portfolio Holdings
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
Vestia Personal Wealth Advisors has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $93.7 Billion distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $10.4B, Dimensional ETF Tr with a value of $8.58B, Dimensional ETF Tr Dimensional with a value of $7.81B, Dimensional ETF Tr U S Core Eq with a value of $7.39B, and Dimensional ETF Tr Us Marketwi with a value of $6.92B.
Examining the 13F form we can see an increase of $93.7B in the current position value.
Vestia Personal Wealth Advisors is based out at Fort Wayne, IN
Below you can find more details about Vestia Personal Wealth Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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