IWA
Invera Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $994K | Sell |
3,746
-147
| -4% | -$39K | 1.17% | 25 |
|
|
2024
Q4 | $909K | Buy |
3,893
+20
| +0.5% | +$4.67K | 0.9% | 29 |
|
|
2024
Q3 | $860K | Buy |
3,873
+88
| +2% | +$19.5K | 0.85% | 31 |
|
|
2024
Q2 | $741K | Buy |
3,785
+125
| +3% | +$24.5K | 0.76% | 32 |
|
|
2024
Q1 | $767K | Sell |
3,660
-77
| -2% | -$16.1K | 0.65% | 43 |
|
|
2023
Q4 | $787K | Buy |
+3,737
| New | +$787K | 0.49% | 65 |
|