Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVERA WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 61 | 117,763,961 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR ESG MSCI USA ETF | ETF | 1 | $7,044,491 | 166,852 | 0.01 | 166,852 | +Inf | 03-31-2024 | |
| APPLE INCORPORATED | COM | 2 | $5,079,717 | 30,410 | 0.00 | 30,410 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE & COMPANY | COM | 3 | $4,820,791 | 26,597 | 0.00 | 26,597 | +Inf | 03-31-2024 | |
| ALPHABET INCORPORATED CAP STK CLASS A | COM | 4 | $4,661,111 | 29,877 | 0.00 | 29,877 | +Inf | 03-31-2024 |
