Number of Shares
22,915.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
2.92%
Total Estimate Gain
$5.49 Mil
% of Total Estimate Gain
163.37%

Invera Wealth Advisors, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, Invera Wealth Advisors, LLC held 22,915.00 shares of NVIDIA Corp(NVDA), totaling $2.48 Mil. This investment constitutes 2.92% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $98.19 for 49,645.00 shares. Based on historical transaction data and NVDA's current price of $173.74, Invera Wealth Advisors, LLC's estimated gain on his NVDA holdings is $5.49 Mil, reflecting a 163.37% gain to date.

Invera Wealth Advisors, LLC NVDA ($173.74) Holding Chart

Invera Wealth Advisors, LLC NVDA ($173.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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