Invenio Wealth Partners LLC Purchases and Sells in Q4 2024

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMUB	135K + 51.72%	$50.02 - $51.24 $6.74M - $6.9M	395K $19.8B
SCHG	393K + 340.88%	$25.93 - $105.3 $10.2M - $41.4M	509K $14.2B
NVDA	878 + 2.09%	$117.0 - $148.88 $103K - $131K	43K $5.77B
MTGP	17.8K + 12.93%	$43.02 - $45.21 $764K - $803K	155K $6.7B
GOOGL	951 + 8.22%	$161.86 - $196.66 $154K - $187K	12.5K $2.37B
DGRW	10.1K + 6.23%	$80.93 - $85.66 $817K - $865K	172K $13.9B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLRE	135K New	$40.06 - $45.21 $5.39M - $6.09M	135K $5.47B
PTLC	52.4K New	$52.0 - $55.66 $2.73M - $2.92M	52.4K $2.8B
FLOT	30.5K New	$50.73 - $51.08 $1.55M - $1.56M	30.5K $1.55B
SRVR	47.6K New	$29.34 - $32.61 $1.4M - $1.55M	47.6K $1.43B
INDS	37.7K New	$34.66 - $42.95 $1.31M - $1.62M	37.7K $1.33B
NFLX	259 New	$687.65 - $936.56 $178K - $243K	259 $231M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WTMF	-201K - 93.97%	$34.6 - $36.99 $6.97M - $7.45M	12.9K $451M
IQDG	-11.3K - 4.12%	$34.21 - $38.73 $387K - $438K	263K $8.99B
SPDW	-10.9K - 2.95%	$34.13 - $37.35 $371K - $406K	358K $12.2B
DON	-24.2K - 11.26%	$50.53 - $55.55 $1.22M - $1.35M	191K $9.74B
NEE	-7.47K - 71.67%	$69.77 - $85.43 $521K - $638K	2.95K $212M
EES	-9.72K - 8.26%	$51.33 - $58.78 $499K - $571K	108K $5.82B

Activity Summary All Purchases 55 New Holdings 7 Increased Positions 48 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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