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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$17.22 - $18.04 $146,679 - $153,664
-8,518 Reduced 36.16%
15,037 $265,000
Q4 2023

Jan 16, 2024

BUY
$16.3 - $17.51 $383,946 - $412,448
23,555 New
23,555 $408,000

Others Institutions Holding QYLD

About GLOBAL X FDSNASDAQ 100 COVERED


  • Ticker QYLD
  • Sector ETFs
  • Industry ETFs
More about QYLD
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.