Invst, LLC Portfolio Holdings
Invst, LLC
- $829 Million
- Q3 2024
Invst, LLC has filed its 13F form on November 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $829 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $74.6M, Ishares Core Total Usd Bond Ma with a value of $46.6M, Schwab Strategic Tr Us Large C with a value of $27.1M, Ishares Msci Usa Quality Facto with a value of $24.5M, and Vanguard Value ETF with a value of $24.2M.
Examining the 13F form we can see an decrease of $97.6M in the current position value, from $927M to 829M.
Invst, LLC is based out at Indianapolis, IN
Below you can find more details about Invst, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 258
- Current Value $829 Million
- Prior Value $927 Million
- Filing
- Period Q3 2024
- Filing Date November 19, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks