Invenio Wealth Partners LLC Wisdomtree U.S. Smallcap Fund Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 121,422 shares of EES stock, worth $6.36 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
121,422
Previous 115,338
5.27%
Holding current value
$6.36 Million
Previous $5.78 Billion
1.01%
% of portfolio
2.84%
Previous 3.12%
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
148Shares Held
7.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY815KShares$42.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$42 Million0.0% of portfolio
-
Ubs Group Ag688KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.4 Million0.04% of portfolio