Invera Wealth Advisors, LLC
Q4 2023 13F Holdings
Location
Bend, OR
Holdings as of
12/31/2023
Value ($000)
$159,821
Num holdings
93
Date filed
1/16/2024
Form type
13F-HR
Prev filing
Next filing
4/22/2024
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
2024 Q1
2023 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type