AssuredPartners Investment Advisors’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.02M	Sell	25,917 -7,325	-22%	-$1.42M	1.23%	23
2025 Q1	$3.9M	Buy	+33,242	New	+$3.9M	0.75%	30