Invera Wealth Advisors »

Apple shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Invera Wealth Advisors from 13F filings

Historical chart of Invera Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 30k 167.04
2023-12-31 $5.7M 30k 192.53

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Etf (USXF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Trane Technologies SHS (TT)
Ishares Tr Esg Eafe Etf Etf (DMXF)
Ishares Tr Esg Awre Usd Etf Etf (SUSC)
Nuveen Esg Large-cap Value Etf Etf (NULV)
Ishares Tr Core Msci Eafe Etf (IEFA)
NVIDIA Corporation (NVDA)
Ishares Tr Egsadvncdmsci Em Etf (EMXF)
Ishares Incorporated Core Msci Emkt Etf (IEMG)
Intercontinental Exchange (ICE)
Ishares Tr Esg Aware Msci Etf (ESML)
S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple