Invenio Wealth Partners LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 275,692 shares of XSOE stock, worth $8.78 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

275,692

Previous 258,915 6.48%

Holding current value

$8.78 Million

Previous $8.55 Billion 1.74%

% of portfolio

3.52%

Previous 3.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$30.48 - $34.2 $511,362 - $573,773	16,777 Added 6.48%	275,692 $8.4 Billion
Q3 2024 Nov 13, 2024	BUY	$29.23 - $33.51 $702,776 - $805,680	24,043 Added 10.24%	258,915 $8.55 Billion
Q2 2024 Aug 12, 2024	BUY	$28.28 - $31.13 $634,207 - $698,121	22,426 Added 10.56%	234,872 $7.19 Billion
Q1 2024 May 09, 2024	BUY	$27.04 - $29.77 $2.56 Million - $2.82 Million	94,601 Added 80.28%	212,446 $6.26 Billion
Q4 2023 Feb 09, 2024	BUY	$25.6 - $28.88 $1.02 Million - $1.15 Million	39,718 Added 50.84%	117,845 $3.4 Billion
Q3 2023 Nov 13, 2023	BUY	$26.52 - $29.84 $2.07 Million - $2.33 Million	78,127 New	78,127 $2.08 Billion

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

35.2M

Call Options Held

1.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

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.

Account

Invenio Wealth Partners LLC Wisdomtree Tr Emerging Mkts Ex Transaction History