Invera Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 15,037 shares of QYLD stock, worth $272,169. This represents 0.28% of its overall portfolio holdings.
Number of Shares
15,037
Previous 15,037
-0.0%
Holding current value
$272,169
Previous $265,000
2.26%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding QYLD
# of Institutions
416Shares Held
88MCall Options Held
231KPut Options Held
352K-
Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.09% of portfolio
-
Morgan Stanley New York, NY9.27MShares$168 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$92.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$80.5 Million0.02% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M04.41MShares$79.8 Million10.17% of portfolio