Invera Wealth Advisors, LLC's ownership history for STZ

Invera Wealth Advisors, LLC currently holds 4.5K shares with a market value of $677.5K. It started holding STZ on 2025-09-30. At its peak, it held 4.5K shares on 2026-03-31. Its highest holding value was $677.5K on 2026-03-31. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $478.9K on 2025-09-30. In the recent 180 days, Invera Wealth Advisors, LLC has increased its shares by 961.