Invera Wealth Advisors, LLC Sells in Q4 2024

Invera Wealth Advisors, LLC

  • $92.3 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-11.8K
- 47.69%
$148.29 - $166.93 $1.76M - $1.98M
13K $1.94M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-904
- 1.27%
$64.62 - $71.43 $58.4K - $64.6K
70.1K $4.53M
IEFA
Ishares Tr

ETFs
-680
- 1.09%
$70.06 - $77.43 $47.6K - $52.7K
61.6K $4.33M
HCA
Hca Healthcare, Inc.

Healthcare
-23
- 0.64%
$297.52 - $415.61 $6.84K - $9.56K
3.57K $1.07M
SPGI
S&P Global Inc.

Financial Services
-392
- 5.07%
$480.36 - $529.17 $188K - $207K
7.34K $3.65M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.15K
- 1.18%
$38.96 - $43.28 $44.6K - $49.6K
95.5K $3.76M
UNH
Unitedhealth Group Inc

Healthcare
-74
- 2.54%
$485.52 - $625.25 $35.9K - $46.3K
2.84K $1.44M
FANG
Diamondback Energy, Inc.

Energy
-1.18K
- 14.38%
$153.06 - $199.5 $181K - $236K
7.03K $1.15M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-864
- 1.35%
$34.46 - $38.29 $29.8K - $33.1K
63.4K $2.21M
CMCSA
Comcast Corp

Communication Services
-822
- 3.27%
$37.39 - $45.14 $30.7K - $37.1K
24.3K $911K
COST
Costco Wholesale Corp

Consumer Defensive
-136
- 7.18%
$873.59 - $994.69 $119K - $135K
1.76K $1.61M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.08K
- 2.24%
$41.09 - $45.94 $85.3K - $95.4K
90.8K $3.82M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.65K
- 10.97%
$17.93 - $18.8 $29.6K - $31K
13.4K $243K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-122
- 3.37%
$55.45 - $61.08 $6.76K - $7.45K
3.5K $194K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-106
- 2.13%
$51.09 - $55.27 $5.42K - $5.86K
4.86K $248K
IEMG
Ishares Inc

ETFs
-109
- 0.14%
N/A
80.5K $4.32M
NVDA
Nvidia Corp

Technology
-3.45K
- 9.63%
$117.0 - $148.88 $404K - $514K
32.4K $4.35M
XLF
Financial Sector Spdr

ETFs
-15
- 0.35%
$44.89 - $51.34 $673 - $770
4.24K $204K
GOOG
Alphabet Inc.

Communication Services
-19
- 0.93%
$163.08 - $198.16 $3.1K - $3.77K
2.03K $387K
V
Visa Inc.

Financial Services
-325
- 4.8%
$273.87 - $320.91 $89K - $104K
6.44K $2.04M
CRM
Salesforce, Inc.

Technology
-541
- 8.76%
$270.87 - $367.87 $147K - $199K
5.63K $1.88M
GOOGL
Alphabet Inc.

Communication Services
-1.59K
- 5.64%
$161.86 - $196.66 $258K - $313K
26.7K $5.05M
AVGO
Broadcom Inc.

Technology
-701
- 7.65%
$159.67 - $250.0 $112K - $175K
8.46K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
-1.54K
- 5.92%
$205.18 - $250.29 $315K - $384K
24.4K $5.85M
Activity Summary
Buys All Purchases 20 New Holdings 1 Increased Positions 19 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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