Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 15,198 shares of GOVT stock, worth $351,529. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,198
Previous 16,802
9.55%
Holding current value
$351,529
Previous $382,000
10.21%
% of portfolio
0.37%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
750Shares Held
994MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.53 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.41 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.33 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.26 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$786 Million0.51% of portfolio