Invera Wealth Advisors, LLC's ownership history for IWR

Invera Wealth Advisors, LLC currently holds 4.4K shares with a market value of $423.4K. It started holding IWR on 2025-06-30. At its peak, it held 4.5K shares on 2025-06-30. Its highest holding value was $436.4K on 2025-09-30. At its lowest, it held 4.4K shares on 2025-12-31, with a value of $415.7K on 2025-06-30. In the recent 180 days, Invera Wealth Advisors, LLC has decreased its shares by 122.