Invenio Wealth Partners LLC Wisdomtree Tr Managed Futures Transaction History
Invenio Wealth Partners LLC
- $275 Billion
- Q3 2025
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 7,621 shares of WTMF stock, worth $287,311. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,621
Previous 12,921
41.02%
Holding current value
$287,311
Previous $456 Million
36.71%
% of portfolio
0.11%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding WTMF
# of Institutions
80Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.4 Million2.66% of portfolio