VESTIA PERSONAL WEALTH ADVISORS

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Fort Wayne, IN
CIK
0002033299
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 82 106,120 DFAT, DFIV, DFIC, DFAC 13F-HR 11/4/2024 000183126324000008
Q2 2024 74 93,737 DFAT, DFIV, DFIC, DFAC 13F-HR 8/9/2024 000203329924000001