Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 142,071 shares of DGRW stock, worth $11.7 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
142,071
Previous 136,890
3.78%
Holding current value
$11.7 Million
Previous $10.4 Billion
6.32%
% of portfolio
5.5%
Previous 5.62%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
656Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.54 Billion0.97% of portfolio
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Bank Of America Corp Charlotte, NC11.5MShares$952 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC10.4MShares$857 Million0.41% of portfolio
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Morgan Stanley New York, NY8.11MShares$670 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH7.1MShares$587 Million42.11% of portfolio