Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 162,038 shares of DGRW stock, worth $13.4 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
162,038
Previous 142,071
14.05%
Holding current value
$13.4 Million
Previous $11.1 Billion
21.59%
% of portfolio
5.83%
Previous 5.5%
Shares
6 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio