Up Strategic Wealth Investment Advisors »

Vistra Energy shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

All positions including Vistra Energy held by Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 3.9k 69.65

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
UnitedHealth (UNH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Vistra Energy

Vanguard Group
BlackRock
FMR
State Street Corporation
LSV Asset Management
Pacer Advisors
Invesco
Lone Pine Capital
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Franklin Resources
Steadfast Capital Management
Morgan Stanley
Third Point

View all funds holding Vistra Energy