Invenio Wealth Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 220,686 shares of DON stock, worth $10.3 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
220,686
Previous 166,269
32.73%
Holding current value
$10.3 Million
Previous $7.6 Billion
41.68%
% of portfolio
5.8%
Previous 5.49%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.2 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.9 Million0.09% of portfolio