Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Invera Wealth Advisors, LLC
- $80.5 Million
- Q1 2025
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 28,563 shares of GOVT stock, worth $653,807. This represents 0.81% of its overall portfolio holdings.
Number of Shares
28,563
Previous 26,371
8.31%
Holding current value
$653,807
Previous $606,000
8.25%
% of portfolio
0.81%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding GOVT
# of Institutions
859Shares Held
1.1BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC313MShares$7.16 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC103MShares$2.36 Billion0.96% of portfolio
-
Envestnet Asset Management Inc74.6MShares$1.71 Billion0.53% of portfolio
-
Truist Financial Corp69.1MShares$1.58 Billion2.38% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA41.2MShares$942 Million0.62% of portfolio