Invera Wealth Advisors, LLC Purchases and Sells in Q3 2024

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024

Top Buys

Incresed Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
1.87K
+ 1.68%
$35.28 - $41.16 $66.1K - $77.1K
113K $4.58M
1.62K
+ 0.96%
$43.59 - $49.35 $70.5K - $79.8K
171K $8.37M
2.11K
+ 2.32%
$38.03 - $42.06 $80.1K - $88.5K
92.8K $3.88M
613
+ 0.87%
$64.83 - $72.82 $39.7K - $44.6K
71K $5.11M
3.7K
+ 1.73%
$22.51 - $23.92 $83.3K - $88.6K
217K $5.17M
4.43K
+ 16.56%
$46.18 - $48.92 $204K - $216K
31.1K $1.51M
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
10.6K
New
$72.8 - $85.04 $772K - $902K
10.6K $888K
2.34K
New
$82.16 - $90.4 $192K - $212K
2.34K $211K
921
New
$197.34 - $237.68 $182K - $219K
921 $207K
4.25K
New
$40.84 - $45.74 $174K - $194K
4.25K $192K

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-9.65K
- 21.2%
$98.91 - $134.91 $955K - $1.3M
35.9K $4.36M
-666
- 2.3%
$148.65 - $191.18 $99K - $127K
28.3K $4.69M
-575
- 6.54%
$168.46 - $210.94 $96.9K - $121K
8.22K $1.42M
-19K
- 16.44%
$37.61 - $41.72 $715K - $794K
96.7K $4.03M
-2.06K
- 2.49%
$53.64 - $53.64 $110K - $110K
80.6K $4.32M
-2.23K
- 30.99%
$48.51 - $52.86 $108K - $118K
4.97K $262K
View all
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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