Invenio Wealth Partners LLC Wisdomtree Tr U.S Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
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
Others Institutions Holding DHS
# of Institutions
218Shares Held
5.84MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$86.4 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA436KShares$41.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$41.2 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX362KShares$34.3 Million1.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL361KShares$34.2 Million0.07% of portfolio