Invera Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 16,411 shares of BGRN stock, worth $772,629. This represents 0.83% of its overall portfolio holdings.
Number of Shares
16,411
Previous 12,825
27.96%
Holding current value
$772,629
Previous $596,000
33.05%
% of portfolio
0.83%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding BGRN
# of Institutions
114Shares Held
6.53MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.22MShares$57.3 Million0.14% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO955KShares$44.9 Million0.16% of portfolio
-
Personal Capital Advisors Corp906KShares$42.7 Million0.2% of portfolio
-
Envestnet Asset Management Inc591KShares$27.8 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO527KShares$24.8 Million0.06% of portfolio