Invera Wealth Advisors, LLC SPGI Holdings History
Invera Wealth Advisors, LLC's S&P Global Inc Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 1,718.00 shares of S&P Global Inc(SPGI), totaling $872,920.00. This investment constitutes 1.03% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 1 purchases of SPGI, at an average price of $395.24, for a total of 8,168.00 shares. In addition, there have been 4 sales at an average price of $509.27 for 6,450.00 shares. Based on historical transaction data and SPGI's current price of $530.85, Invera Wealth Advisors, LLC's estimated gain on his SPGI holdings is $968,468.01, reflecting a 30.00% gain to date.
Invera Wealth Advisors, LLC SPGI ($530.85) Holding Chart
Invera Wealth Advisors, LLC SPGI ($530.85) 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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