Invenio Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 36,345 shares of DES stock, worth $1.13 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
36,345
Previous 60,488
39.91%
Holding current value
$1.13 Million
Previous $1.95 Billion
38.96%
% of portfolio
0.64%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47 Million0.06% of portfolio