Invera Wealth Advisors, LLC Portfolio Holdings
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
Invera Wealth Advisors, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $93.4 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Esg Advanced Msci Usa with a value of $7.87M, Nvidia Corp with a value of $5.63M, Jpmorgan Chase & CO with a value of $5.46M, Alphabet Inc. with a value of $5.27M, and Ishares Tr Esg Aware Usd Corpo with a value of $4.85M.
Examining the 13F form we can see an decrease of $28.6M in the current position value, from $122M to 93.4M.
Invera Wealth Advisors, LLC is based out at Bend, OR
Below you can find more details about Invera Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|