Invera Wealth Advisors, LLC

Q1 2025 13F Holdings

Location
Bend, OR
Holdings as of
3/31/2025
Value ($000)
$85,056
Num holdings
43
Date filed
5/2/2025
Form type
13F-HR
Prev filing
2/3/2025
Next filing
10/29/2025
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type