Invenio Wealth Partners LLC Wisdomtree Tr Managed Futures Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 12,921 shares of WTMF stock, worth $453,527. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,921
Previous 214,294
93.97%
Holding current value
$453,527
Previous $7.61 Billion
94.07%
% of portfolio
0.19%
Previous 3.29%
Shares
4 transactions
Others Institutions Holding WTMF
# of Institutions
74Shares Held
4.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.21MShares$42.6 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS551KShares$19.3 Million0.23% of portfolio
-
O'Dell Group, LLC Cincinnati, OH317KShares$11.1 Million2.58% of portfolio
-
Stewardship Advisors, LLC231KShares$8.09 Million2.36% of portfolio
-
Avestar Capital, LLC172KShares$6.04 Million0.54% of portfolio