Invera Wealth Advisors, LLC Purchases in Q3 2024

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
10.6K
New
$72.8 - $85.04 $772K - $902K
10.6K $888K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.87K
+ 1.68%
$35.28 - $41.16 $66.1K - $77.1K
113K $4.58M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.62K
+ 0.96%
$43.59 - $49.35 $70.5K - $79.8K
171K $8.37M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.11K
+ 2.32%
$38.03 - $42.06 $80.1K - $88.5K
92.8K $3.88M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
613
+ 0.87%
$64.83 - $72.82 $39.7K - $44.6K
71K $5.11M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.7K
+ 1.73%
$22.51 - $23.92 $83.3K - $88.6K
217K $5.17M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.43K
+ 16.56%
$46.18 - $48.92 $204K - $216K
31.1K $1.51M
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
New
$82.16 - $90.4 $192K - $212K
2.34K $211K
XLK
Technology Sector Spdr

ETFs
921
New
$197.34 - $237.68 $182K - $219K
921 $207K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.59K
+ 27.96%
$46.29 - $48.52 $166K - $174K
16.4K $793K
NEE
Nextera Energy Inc

Utilities
1.17K
+ 33.11%
$69.9 - $84.97 $81.9K - $99.6K
4.71K $398K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
316
+ 2.77%
$77.23 - $87.97 $24.4K - $27.8K
11.7K $1.02M
AVGO
Broadcom Inc.

Technology
8.25K
+ 900.55%
$136.27 - $1745.86 $1.12M - $14.4M
9.17K $1.58M
CME
Cme Group Inc.

Financial Services
88
+ 2.32%
$193.43 - $220.62 $17K - $19.4K
3.87K $854K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
352
+ 3.51%
$71.9 - $79.86 $25.3K - $28.1K
10.4K $825K
CMCSA
Comcast Corp

Communication Services
688
+ 2.82%
$37.33 - $41.78 $25.7K - $28.7K
25.1K $1.05M
VZ
Verizon Communications Inc

Communication Services
592
+ 3.68%
$38.89 - $45.0 $23K - $26.6K
16.7K $748K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
33
+ 0.52%
$95.1 - $106.76 $3.14K - $3.52K
6.39K $682K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
177
+ 5.14%
$56.04 - $62.99 $9.92K - $11.1K
3.62K $221K
Spdr Msci Acwi Climate Paris Aligned ETF
6.09K
+ 11.79%
N/A
57.7K $0
MPC
Marathon Petroleum Corp

Energy
99
+ 1.86%
$158.61 - $180.75 $15.7K - $17.9K
5.43K $884K
DVN
Devon Energy Corp

Energy
618
+ 5.51%
$37.87 - $48.65 $23.4K - $30.1K
11.8K $463K
MRK
Merck & Co., Inc.

Healthcare
260
+ 2.48%
$111.15 - $128.97 $28.9K - $33.5K
10.8K $1.22M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email