Invera Wealth Advisors, LLC New Holdings 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
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
XLF
Financial Sector Spdr

ETFs
4.25K
New
$40.84 - $45.74 $174K - $194K
4.25K $192K
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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