Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 274,228 shares of IQDG stock, worth $9.49 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
274,228
Previous 257,374
6.55%
Holding current value
$9.49 Million
Previous $9.55 Billion
12.47%
% of portfolio
4.64%
Previous 4.73%
Shares
6 transactions
Others Institutions Holding IQDG
# of Institutions
125Shares Held
20.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.56MShares$123 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.49MShares$86.1 Million3.31% of portfolio
-
Bank Of America Corp Charlotte, NC2.4MShares$83.2 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.33MShares$46.1 Million2.53% of portfolio
-
Trilogy Capital Inc.1.15MShares$39.9 Million2.34% of portfolio