Invera Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Invera Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$38.1 - $41.42 $14,859 - $16,153	-390 Reduced 1.95%	19,590 $788,000
Q1 2024 Apr 22, 2024	SELL	$37.72 - $40.71 $16,785 - $18,115	-445 Reduced 2.18%	19,980 $813,000
Q4 2023 Apr 22, 2024	BUY	$33.0 - $39.88 $14,685 - $17,746	445 Added 2.23%	20,425 $800 Million
Q4 2023 Jan 16, 2024	BUY	$33.0 - $39.88 $674,025 - $814,549	20,425 New	20,425 $800,000

473

47.4M

68.6K

13K

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