Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 172,135 shares of DGRW stock, worth $14.1 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
172,135
Previous 162,038
6.23%
Holding current value
$14.1 Million
Previous $13.5 Billion
3.32%
% of portfolio
5.83%
Previous 5.83%
Shares
7 transactions
Others Institutions Holding DGRW
# of Institutions
759Shares Held
148MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.56 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$981 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$955 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$704 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$538 Million40.56% of portfolio