VESTIA PERSONAL WEALTH ADVISORS

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$105M
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
Location
Fort Wayne, IN
Summary
This page shows a list of all the recent 13F filings made by VESTIA PERSONAL WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VESTIA PERSONAL WEALTH ADVISORS reported 82 stock holdings with total value $105M as of Q3 2024. Top holdings included DFAT, DFIV, DFIC, DFAC, and DFUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $105M +$7.4M -$755K +$6.64M DFAT, DFIV, DFIC, DFAC, DFUV 13F-HR 11/4/2024, 06:22 PM
Q2 2024 74 $93.2M $0 $0 DFAT, DFIV, DFIC, DFAC, DFUV 13F-HR 8/9/2024, 12:16 PM