Invera Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 4,968 shares of SPYV stock, worth $257,789. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,968
Previous 7,199 30.99%
Holding current value
$257,789
Previous $350,000 25.14%
% of portfolio
0.27%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$48.51 - $52.86 $108,225 - $117,930
-2,231 Reduced 30.99%
4,968 $262,000
Q2 2024

Aug 06, 2024
SELL
$47.37 - $50.09 $12,363 - $13,073
-261 Reduced 3.5%
7,199 $350,000
Q1 2024

Apr 22, 2024
SELL
$45.88 - $50.1 $12,571 - $13,727
-274 Reduced 3.54%
7,460 $373,000
Q4 2023

Apr 22, 2024
BUY
$39.63 - $46.73 $10,858 - $12,804
274 Added 3.67%
7,734 $361 Million
Q4 2023

Jan 16, 2024
BUY
$39.63 - $46.73 $306,498 - $361,409
7,734 New
7,734 $361,000

Others Institutions Holding SPYV

# of Institutions
1,012
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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