A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 211,842 shares of DHS stock, worth $20.1 Million. This represents 8.88% of its overall portfolio holdings.

Number of Shares
211,842
Previous 198,262 6.85%
Holding current value
$20.1 Million
Previous $17.2 Billion 4.3%
% of portfolio
8.88%
Previous 9.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$81.94 - $87.24 $1.11 Million - $1.18 Million
13,580 Added 6.85%
211,842 $17.9 Billion
Q1 2024

May 09, 2024

BUY
$79.77 - $86.66 $3.52 Million - $3.82 Million
44,123 Added 28.63%
198,262 $17.2 Billion
Q4 2023

Feb 09, 2024

BUY
$73.7 - $83.0 $1.61 Million - $1.81 Million
21,853 Added 16.52%
154,139 $12.7 Billion
Q3 2023

Nov 13, 2023

BUY
$77.8 - $83.01 $3.53 Million - $3.77 Million
45,382 Added 52.22%
132,286 $10.3 Billion
Q2 2023

Aug 11, 2023

BUY
$76.29 - $83.88 $6.63 Million - $7.29 Million
86,904 New
86,904 $6.91 Billion

Others Institutions Holding DHS

About WISDOMTREE TR U.S


  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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