Operose Advisors’s Invitae Corporation NVTA Stock Holding History

Operose Advisors’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 Q2	–	Sell	-4,000	Closed	-$44	–	613
2024 Q1	$44	Hold	4,000	–	–	﹤0.01%	649
2023 Q4	$2.51K	Hold	4,000	–	–	﹤0.01%	552
2023 Q3	$2.42K	Hold	4,000	–	–	﹤0.01%	696
2023 Q2	$4.52K	Hold	4,000	–	–	﹤0.01%	317
2023 Q1	$5.4K	Hold	4,000	–	–	﹤0.01%	294
2022 Q4	$7.44K	Hold	4,000	–	–	﹤0.01%	303
2022 Q3	$10K	Hold	4,000	–	–	0.01%	267
2022 Q2	$10K	Hold	4,000	–	–	0.01%	240
2022 Q1	$32K	Buy	+4,000	New	+$40.2K	0.02%	181

Other funds holding NVTA

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

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $298M AUM 21.11% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return