Invera Wealth Advisors, LLC Financial Sector Spdr Transaction History

Invera Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 29, 2025	SELL	$43.92 - $52.37 $179,896 - $214,507	-4,096 Closed	0 $0
Q1 2025 May 02, 2025	SELL	$47.32 - $52.19 $6,577 - $7,254	-139 Reduced 3.28%	4,096 $204,000
Q4 2024 Feb 03, 2025	SELL	$44.89 - $51.34 $673 - $770	-15 Reduced 0.35%	4,235 $204,000
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $173,570 - $194,395	4,250 New	4,250 $192,000

2,159

765M

132M

244M

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