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
4/22/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
4/22/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type