Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $202 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Invenio Wealth Partners LLC Portfolio

Follow Invenio Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invenio Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invenio Wealth Partners LLC with notifications on news.