Invenio Wealth Partners LLC Wisdomtree U.S. High Yield Cor Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 153,059 shares of WFHY stock, worth $6.83 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
153,059
Previous 128,942
18.7%
Holding current value
$6.83 Million
Previous $5.86 Billion
18.42%
% of portfolio
3.74%
Previous 4.23%
Shares
3 transactions
Others Institutions Holding WFHY
# of Institutions
54Shares Held
4.15MCall Options Held
0Put Options Held
0-
Cwm, LLC1.74MShares$77.4 Million0.38% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$27.8 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ227KShares$10.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL154KShares$6.86 Million0.02% of portfolio
-
Leo Wealth, LLC Hurst, TX151KShares$6.75 Million0.7% of portfolio