IWA
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Invera Wealth Advisors’s Fiserv FI Stock Holding History

Invera Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,029
Closed -$2.93M – 72
2023
Q4 		$2.93M Buy
+22,029
New +$2.93M 1.83% 21