Invera Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 11,396 shares of SLYV stock, worth $975,155. This represents 0.95% of its overall portfolio holdings.
Number of Shares
11,396
Previous 10,882
4.72%
Holding current value
$975,155
Previous $902,000
1.11%
% of portfolio
0.95%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
566Shares Held
31.2MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$222 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$122 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$116 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$109 Million0.03% of portfolio
-
Goelzer Investment Management, Inc.911KShares$78 Million4.36% of portfolio