Invera Wealth Advisors, LLC

Q1 2025 13F Holdings

Location
Bend, OR
Holdings as of
3/31/2025
Value ($000)
$154,740
Num holdings
90
Date filed
10/29/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/3/2025
Next filing
10/29/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type