A detailed history of Valued Wealth Advisors LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 127 shares of IVT stock, worth $3,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 126 0.79%
Holding current value
$3,818
Previous $3.15 Million 15.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$24.41 - $29.87 $24 - $29
1 Added 0.79%
127 $3.64 Million
Q2 2024

Jul 16, 2024

BUY
$23.87 - $25.49 $23 - $25
1 Added 0.8%
126 $3.15 Million
Q1 2024

Apr 30, 2024

BUY
$24.51 - $25.85 $3,063 - $3,231
125 New
125 $3.24 Million

Others Institutions Holding IVT

About InvenTrust Properties Corp.


  • Ticker IVT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 67,427,600
  • Market Cap $2.03B
  • Description
  • InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component, predominantly in Sun Belt markets with favorable demographics. We seek to continue to execute our strategy to enhance our multi-...
More about IVT
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.