Invera Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Invera Wealth Advisors, LLC

$92.3 Million
Q4 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 11,936 shares of SLYV stock, worth $1.02 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

11,936

Previous 11,712 1.91%

Holding current value

$1.02 Million

Previous $1.02 Million 2.46%

% of portfolio

1.13%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$84.34 - $95.14 $18,892 - $21,311	224 Added 1.91%	11,936 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$77.23 - $87.97 $24,404 - $27,798	316 Added 2.77%	11,712 $1.02 Million
Q2 2024 Aug 06, 2024	BUY	$76.01 - $82.53 $39,069 - $42,420	514 Added 4.72%	11,396 $892,000
Q1 2024 Apr 22, 2024	SELL	$77.43 - $82.98 $35,075 - $37,589	-453 Reduced 4.0%	10,882 $902,000
Q4 2023 Apr 22, 2024	BUY	$66.67 - $84.55 $30,201 - $38,301	453 Added 4.16%	11,335 $944 Million
Q4 2023 Jan 16, 2024	BUY	$66.67 - $84.55 $755,704 - $958,374	11,335 New	11,335 $944,000

Others Institutions Holding SLYV

# of Institutions

629

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Invera Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History