Invenio Wealth Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 215,288 shares of DON stock, worth $11.1 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
215,288
Previous 235,022
8.4%
Holding current value
$11.1 Million
Previous $11 Billion
0.14%
% of portfolio
4.76%
Previous 5.45%
Shares
6 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio