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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
2024-03-31 $1.8M 6.7k 271.37
2023-12-31 $1.7M 6.6k 260.35

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S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa