Invenio Wealth Partners LLC Wisdomtree Emerging Markets Sm Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 87,912 shares of DGS stock, worth $4.27 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
87,912
Previous 78,058
12.62%
Holding current value
$4.27 Million
Previous $4.19 Billion
2.6%
% of portfolio
1.8%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding DGS
# of Institutions
255Shares Held
25MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS8.92MShares$433 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.2MShares$58.2 Million0.01% of portfolio
-
Unison Advisors LLC807KShares$39.2 Million5.06% of portfolio
-
Congress Wealth Management LLC Boston, MA652KShares$31.6 Million0.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL536KShares$26 Million0.04% of portfolio