Invera Wealth Advisors, LLC Portfolio Holdings
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
Invera Wealth Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $95.7 Million distributed in 47 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 $8.37M, Jpmorgan Chase & CO with a value of $5.46M, Ishares Tr Esg Aware Usd Corpo with a value of $5.17M, Ishares Esg Advanced Msci Eafe with a value of $5.11M, and Ishares Tr with a value of $4.86M.
Examining the 13F form we can see an increase of $2.34M in the current position value, from $93.4M to 95.7M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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