Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 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 239,478 shares of IQDG stock, worth $8.88 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
239,478
Previous 184,854
29.55%
Holding current value
$8.88 Million
Previous $6.7 Billion
35.94%
% of portfolio
4.91%
Previous 4.85%
Shares
4 transactions
Others Institutions Holding IQDG
# of Institutions
112Shares Held
21.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$133 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.4MShares$89.2 Million3.5% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$88 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.31MShares$48.6 Million0.7% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.27MShares$46.9 Million2.62% of portfolio