Invenio Wealth Partners LLC Wisdomtree Emerging Markets Sm Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 78,058 shares of DGS stock, worth $3.89 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
78,058
Previous 68,355
14.2%
Holding current value
$3.89 Million
Previous $3.52 Billion
19.21%
% of portfolio
1.81%
Previous 1.74%
Shares
5 transactions
Others Institutions Holding DGS
# of Institutions
248Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$652 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58.6 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.6 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.7 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$31.9 Million0.48% of portfolio