Invera Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History
Invera Wealth Advisors, LLC
- $152 Million
- Q3 2025
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 $233,335. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,387
Previous 13,387
-0.0%
Holding current value
$233,335
Previous $223,000
1.79%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding QYLD
# of Institutions
467Shares Held
101MCall Options Held
454KPut Options Held
179K-
Morgan Stanley New York, NY11.5MShares$200 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$197 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$89.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.2MShares$73.2 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M03.85MShares$67.1 Million0.37% of portfolio