Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 257,374 shares of IQDG stock, worth $9.45 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
257,374
Previous 239,478
7.47%
Holding current value
$9.45 Million
Previous $9.11 Billion
4.73%
% of portfolio
4.73%
Previous 4.91%
Shares
5 transactions
Others Institutions Holding IQDG
# of Institutions
120Shares Held
20.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.57MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$89.2 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.35MShares$86.4 Million3.17% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.33MShares$48.9 Million2.53% of portfolio
-
Trilogy Capital Inc.1.15MShares$42.3 Million2.34% of portfolio