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Invitae shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Invitae (NVTAQ) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Invitae

Tip: Access up to 7 years of quarterly data

All positions including Invitae held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invitae by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $854 1.4k 0.63
2023-09-30 $824 1.4k 0.60
2023-06-30 $410 364 1.13
2023-03-31 $490 364 1.35
2022-12-31 $1.0k 364 2.75
2022-09-30 $1.0k 364 2.75
2022-06-30 $1.0k 364 2.75
2022-03-31 $3.0k 364 8.24
2021-12-31 $6.0k 364 16.48

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Muni Income Opp (MINO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Invitae

Nikko Asset Management Americas
Vanguard Group
D. E. Shaw & Co
AH Capital Management
Charles Schwab Investment Management
Baker Bros. Advisors
Jpmorgan Chase & Co
Redmile Group
UBS Group
Goldman Sachs Group
Citadel Advisors
Credit Suisse
Vestmark Advisory Solutions
Millennium Management
Bank of America Corporation

View all funds holding Invitae