Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History
Invenio Wealth Partners LLC
- $252 Billion
- Q2 2025
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 233,181 shares of IQDG stock, worth $9.05 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
233,181
Previous 251,410
7.25%
Holding current value
$9.05 Million
Previous $8.97 Billion
3.04%
% of portfolio
3.68%
Previous 3.77%
Shares
9 transactions
Others Institutions Holding IQDG
# of Institutions
141Shares Held
17.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.17MShares$123 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$90.9 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA1.94MShares$75.1 Million2.96% of portfolio
-
Spc Financial, Inc.1.05MShares$40.9 Million3.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC916KShares$35.6 Million0.01% of portfolio