Invera Wealth Advisors, LLC Ishares Tr Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 64,117 shares of IEFA stock, worth $4.93 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
64,117
Previous 58,395
9.8%
Holding current value
$4.93 Million
Previous $4.33 Million
7.45%
% of portfolio
4.99%
Previous 3.55%
Shares
4 transactions
Others Institutions Holding IEFA
# of Institutions
1,941Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$13.3 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.59 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.5 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.62 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.53 Billion14.41% of portfolio