Invera Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History
Invera Wealth Advisors, LLC
- $92.3 Million
- Q4 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 13,387 shares of QYLD stock, worth $232,933. This represents 0.26% of its overall portfolio holdings.
Number of Shares
13,387
Previous 15,037
10.97%
Holding current value
$232,933
Previous $271,000
10.33%
% of portfolio
0.26%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding QYLD
# of Institutions
462Shares Held
102MCall Options Held
9.16MPut Options Held
350K-
Lpl Financial LLC Fort Mill, SC12.2MShares$213 Million0.09% of portfolio
-
Morgan Stanley New York, NY11.3MShares$196 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC5.45MShares$94.8 Million0.01% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M05.41MShares$94.2 Million12.32% of portfolio
-
Wells Fargo & Company San Francisco, CA4.12MShares$71.7 Million0.02% of portfolio