APW
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Aventura Private Wealth’s Vistra VST Stock Holding History

Aventura Private Wealth’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
1,720
+1,160
+207% +$188K 0.09% 137
2025
Q4 		$90.3K Sell
560
-654
-54% -$119K 0.03% 228
2025
Q3 		$238K Sell
1,214
-5
-0.4% -$991 0.09% 144
2025
Q2 		$236K Buy
1,219
+661
+118% +$97.8K 0.1% 135
2025
Q1 		$65.5K Sell
558
-1
-0.2% -$149 0.03% 234
2024
Q4 		$77K Buy
+559
New +$77.6K 0.04% 217

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return