Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Invera Wealth Advisors, LLC
- $92.3 Million
- Q4 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 26,371 shares of GOVT stock, worth $595,193. This represents 0.66% of its overall portfolio holdings.
Number of Shares
26,371
Previous 15,198
73.52%
Holding current value
$595,193
Previous $356,000
70.22%
% of portfolio
0.66%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
797Shares Held
1.07BCall Options Held
7.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC377MShares$8.5 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC108MShares$2.43 Billion1.16% of portfolio
-
Envestnet Asset Management Inc68MShares$1.53 Billion0.53% of portfolio
-
Truist Financial Corp67MShares$1.51 Billion2.45% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA36.6MShares$827 Million0.55% of portfolio