Number of Shares
2,012.00
Current Holdings Value*
$236,290.00
% of Portfolio
0.39%
Total Estimate Gain
$65,571.08
% of Total Estimate Gain
21.81%

One Wealth Management Investment & Advisory Services, LLC's Vistra Corp Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 2,012.00 shares of Vistra Corp(VST), totaling $236,290.00. This investment constitutes 0.39% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Vistra Corp(VST) stock.

The initial trade took place in 2025Q1. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of VST, at an average price of $149.41, for a total of 2,012.00 shares. Based on historical transaction data and VST's current price of $182.00, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his VST holdings is $65,571.08, reflecting a 21.81% gain to date.

One Wealth Management Investment & Advisory Services, LLC VST ($182.00) Holding Chart

One Wealth Management Investment & Advisory Services, LLC VST ($182.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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