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
2024-03-31 $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 Etf (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)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Vistra Energy

Vanguard Group
BlackRock
FMR
LSV Asset Management
Pacer Advisors
Lone Pine Capital
Geode Capital Management
Dimensional Fund Advisors
Franklin Resources
Steadfast Capital Management
Morgan Stanley
Third Point
Bank of New York Mellon
Neuberger Berman Group
Henderson Group

View all funds holding Vistra Energy