Larson Financial Group’s Invitae Corporation NVTA Stock Holding History

Larson Financial Group’s Portfolio NVTA Stock Details NVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-886	Closed	-$555	–	1916
2023 Q4	$555	Hold	886	–	–	﹤0.01%	1561
2023 Q3	$536	Buy	886 +777	+713%	+$808	﹤0.01%	1571
2023 Q2	$123	Hold	109	–	–	﹤0.01%	1512
2023 Q1	$147	Hold	109	–	–	﹤0.01%	1481
2022 Q4	$203	Hold	109	–	–	﹤0.01%	1423
2022 Q3	$0	Hold	109	–	–	﹤0.01%	1430
2022 Q2	$0	Hold	109	–	–	﹤0.01%	1321
2022 Q1	$1K	Hold	109	–	–	﹤0.01%	1021
2021 Q4	$2K	Hold	109	–	–	﹤0.01%	982
2021 Q3	$3K	Hold	109	–	–	﹤0.01%	760
2021 Q2	$4K	Buy	+109	New	+$3.54K	﹤0.01%	668
2021 Q1	–	Sell	-302	Closed	-$13K	–	949
2020 Q4	$13K	Buy	302 +50	+20%	+$2.39K	﹤0.01%	461
2020 Q3	$11K	Buy	252 +70	+38%	+$2.39K	﹤0.01%	431
2020 Q2	$6K	Buy	+182	New	+$3.17K	﹤0.01%	468

Other funds holding NVTA

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return