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