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Visa shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 6.8k 305.97
2024-06-30 $1.9M 7.3k 262.59
2024-03-31 $1.8M 6.7k 271.37
2023-12-31 $1.7M 6.6k 260.35

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Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Capital World Investors
Capital Research and Management Company - Division 3
TCI Fund Management
Royal Bank of Canada
Goldman Sachs Group
Northern Trust
Massachusetts Financial Services

View all funds holding Visa