Invenio Wealth Partners LLC Wisdomtree Tr U.S Transaction History
Invenio Wealth Partners LLC
- $252 Billion
- Q2 2025
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 206,980 shares of DHS stock, worth $20.3 Million. This represents 7.9% of its overall portfolio holdings.
Number of Shares
206,980
Previous 201,554
2.69%
Holding current value
$20.3 Million
Previous $20 Billion
0.6%
% of portfolio
7.9%
Previous 8.39%
Shares
9 transactions
Others Institutions Holding DHS
# of Institutions
251Shares Held
6.38MCall Options Held
0Put Options Held
0-
Cwm, LLC844KShares$82.9 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA509KShares$50 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$41.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL376KShares$36.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC370KShares$36.3 Million0.0% of portfolio