SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 3,809 Value ($000) $211 Avg Close — Range —
Q4 2024
Shares 4,862 Value ($000) $256 Avg Close — Range —
Q3 2024
Shares 4,968 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 7,199 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 7,460 Value ($000) $354 Avg Close — Range —
Q4 2023
Shares 7,734 Value ($000) $361 Avg Close — Range —