Invenio Wealth Partners LLC Incresed Positions in Q2 2024

Invenio Wealth Partners LLC

  • $202 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WTMF
Wisdomtree Tr Managed Futures

ETFs
62.3K
+ 45.38%
$35.88 - $37.53 $2.24M - $2.34M
200K $7.24B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 18.94%
$87.04 - $101.61 $1.18M - $1.38M
85.2K $8.59B
NVDA
Nvidia Corp

Technology
36.1K
+ 910.35%
$118.11 - $1224.4 $4.26M - $44.1M
40K $4.94B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
40.2K
+ 12.6%
$34.2 - $36.64 $1.37M - $1.47M
359K $12.6B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.7K
+ 12.75%
$49.92 - $50.63 $1.13M - $1.15M
201K $10.1B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
24.1K
+ 12.44%
$42.1 - $43.44 $1.02M - $1.05M
218K $9.37B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
22.4K
+ 10.56%
$28.28 - $31.13 $634K - $698K
235K $7.19B
AAPL
Apple Inc.

Technology
89
+ 0.46%
$165.0 - $216.67 $14.7K - $19.3K
19.6K $4.13B
DHS
Wisdomtree Tr U.S

ETFs
13.6K
+ 6.85%
$81.94 - $87.24 $1.11M - $1.18M
212K $17.9B
FMB
First Tr Exchange Traded Fd Ii

ETFs
13.6K
+ 31.73%
$50.47 - $51.43 $686K - $699K
56.5K $2.88B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
14.6K
+ 13.91%
$42.16 - $43.53 $615K - $635K
119K $5.15B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
14.3K
+ 9.33%
$44.1 - $45.14 $630K - $645K
167K $7.46B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
17.9K
+ 7.47%
$35.74 - $38.56 $640K - $690K
257K $9.55B
DGS
Wisdomtree Emerging Markets Sm

ETFs
7.25K
+ 11.87%
$49.52 - $53.11 $359K - $385K
68.4K $3.52B
MSFT
Microsoft Corp

Technology
192
+ 1.99%
$389.33 - $452.85 $74.8K - $86.9K
9.86K $4.41B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
6.54K
+ 14.82%
$62.48 - $66.89 $408K - $437K
50.6K $3.21B
MUB
Ishares National Muni Bond ETF

ETFs
3.22K
+ 6.38%
$105.37 - $107.16 $339K - $345K
53.7K $5.72B
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
6.12K
+ 12.87%
$47.2 - $47.83 $289K - $293K
53.7K $2.56B
USFR
Wisdomtree Floating Rate Treas

ETFs
5.57K
+ 11.92%
$50.28 - $50.52 $280K - $281K
52.3K $2.63B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.3K
+ 6.5%
$45.6 - $48.78 $654K - $699K
235K $11B
AVGO
Broadcom Inc.

Technology
23
+ 3.55%
$1204.71 - $1828.87 $27.7K - $42.1K
670 $1.08B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.08K
+ 11.42%
$98.66 - $105.11 $206K - $219K
20.3K $2.09B
ORCL
Oracle Corp

Technology
484
+ 12.28%
$113.75 - $144.64 $55.1K - $70K
4.43K $625M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.94K
+ 18.05%
$67.85 - $72.06 $132K - $140K
12.7K $893M
KLAC
Kla Corp

Technology
40
+ 11.9%
$628.16 - $863.31 $25.1K - $34.5K
376 $310M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.13K
+ 6.01%
$73.13 - $75.43 $82.7K - $85.3K
19.9K $1.49B
AMAT
Applied Materials Inc

Technology
125
+ 10.74%
$189.46 - $247.83 $23.7K - $31K
1.29K $304M
QCOM
Qualcomm Inc

Technology
55
+ 3.24%
$157.63 - $227.09 $8.67K - $12.5K
1.75K $349M
TMUS
T Mobile Us, Inc.

Communication Services
249
+ 19.32%
$159.79 - $180.69 $39.8K - $45K
1.54K $271M
GE
General Electric CO

Industrials
420
+ 26.58%
$136.47 - $175.36 $57.3K - $73.7K
2K $318M
LRCX
Lam Research Corp

Technology
16
+ 6.35%
$868.07 - $1089.58 $13.9K - $17.4K
268 $285M
INTU
Intuit Inc

Technology
52
+ 12.09%
$562.97 - $670.27 $29.3K - $34.9K
482 $317M
MS
Morgan Stanley

Financial Services
61
+ 2.32%
$86.19 - $101.53 $5.26K - $6.19K
2.69K $261M
COP
Conocophillips

Energy
323
+ 16.9%
$109.39 - $133.52 $35.3K - $43.1K
2.23K $256M
PEP
Pepsico Inc

Consumer Defensive
39
+ 2.33%
$163.33 - $183.11 $6.37K - $7.14K
1.72K $283M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 1.45%
$325.1 - $368.03 $7.8K - $8.83K
1.68K $579M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
6.08K
+ 5.27%
$45.98 - $49.63 $280K - $302K
121K $5.72B
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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