Invera Wealth Advisors, LLC Financial Sector Spdr Transaction History
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 4,250 shares of XLF stock, worth $208,207. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,250Holding current value
$208,207% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.59 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.58 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$862 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$836 Million0.26% of portfolio