Invera Wealth Advisors, LLC
Q2 2024 13F Holdings
Location
Bend, OR
Holdings as of
6/30/2024
Value ($000)
$97,540
Num holdings
45
Date filed
8/6/2024
Form type
13F-HR
Prev filing
4/22/2024
Next filing
11/12/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
2024 Q1
2023 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type