Invenio Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 27,346 shares of DES stock, worth $888,198. This represents 0.39% of its overall portfolio holdings.
Number of Shares
27,346
Previous 30,925
11.57%
Holding current value
$888,198
Previous $1.07 Billion
11.93%
% of portfolio
0.39%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$79.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$72.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$47.9 Million0.05% of portfolio