Invenio Wealth Partners LLC Wisdomtree Emerging Markets Sm Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 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 68,355 shares of DGS stock, worth $3.66 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
68,355
Previous 61,101
11.87%
Holding current value
$3.66 Million
Previous $3.11 Billion
13.15%
% of portfolio
1.74%
Previous 1.67%
Shares
4 transactions
Others Institutions Holding DGS
# of Institutions
241Shares Held
31.6MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS16.5MShares$882 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$63 Million0.01% of portfolio
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Unison Advisors LLC823KShares$44.1 Million5.34% of portfolio
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Cerity Partners LLC New York, NY776KShares$41.5 Million0.11% of portfolio
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Morgan Stanley New York, NY683KShares$36.6 Million0.0% of portfolio