Invera Wealth Advisors, LLC Incresed Positions in Q3 2024

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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