Invenio Wealth Partners LLC Purchases and Sells in Q3 2024

Invenio Wealth Partners LLC

$231 Billion
Q3 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	30.3K + 35.54%	$92.63 - $105.69 $2.8M - $3.2M	115K $12B
JMUB	59.6K + 29.68%	$50.15 - $51.27 $2.99M - $3.06M	260K $13.4B
DHS	4.91K + 2.32%	$83.9 - $93.83 $412K - $460K	217K $20.3B
DGRW	20K + 14.05%	$75.88 - $83.21 $1.52M - $1.66M	162K $13.5B
XSOE	24K + 10.24%	$29.23 - $33.51 $703K - $806K	259K $8.55B
AGGY	20.1K + 9.21%	$42.76 - $45.16 $858K - $907K	238K $10.6B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DXJ	37K New	$91.43 - $117.51 $3.38M - $4.34M	37K $3.92B
SPBO	21.4K New	$28.45 - $30.18 $608K - $645K	21.4K $642M
JSCP	10.6K New	$46.16 - $47.63 $488K - $504K	10.6K $503M
VEA	6.07K New	$47.6 - $53.31 $289K - $324K	6.07K $321M
DHI	1.42K New	$135.21 - $197.06 $191K - $279K	1.42K $270M
LAM RESEARCH CORP COM NEW	284 New	N/A	284 $232M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-200 - 2.38%	$161.02 - $200.0 $32.2K - $40K	8.21K $1.53B
ET	-5.5K - 13.03%	$15.43 - $16.44 $84.9K - $90.4K	36.7K $589M
MRK	-124 - 2.58%	$111.15 - $128.97 $13.8K - $16K	4.68K $531M
QCOM	-29 - 1.65%	$156.12 - $209.64 $4.53K - $6.08K	1.72K $293M
BAC	-1.16K - 13.89%	$36.65 - $44.13 $42.4K - $51.1K	7.18K $285M
DEM	-1.06K - 7.28%	$40.48 - $45.39 $43K - $48.2K	13.5K $596M

Activity Summary All Purchases 62 New Holdings 10 Increased Positions 52 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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