CarsonAllaria Wealth Management »

Vistra Energy shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

All positions including Vistra Energy held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vistra Energy by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $41k 346 118.54
2024-06-30 $30k 346 85.98
2024-03-31 $20k 288 69.65

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Vistra Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Lone Pine Capital
Morgan Stanley
Invesco
Susquehanna International
Dimensional Fund Advisors
Citadel Advisors
Massachusetts Financial Services
Bank of America Corporation
Franklin Resources
Third Point

View all funds holding Vistra Energy