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Alera Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Alera Investment Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$3.42M Buy
12,369
+1,255
+11% +$347K 0.4% 42
2024
Q2 		$2.94M Buy
+11,114
New +$2.94M 0.35% 46