Invenio Wealth Partners LLC Wisdomtree Tr Managed Futures Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
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 137,378 shares of WTMF stock, worth $4.98 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
137,378Holding current value
$4.98 Million% of portfolio
2.78%Shares
1 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39.5 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.5 Million0.87% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.7 Million0.19% of portfolio
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O'Dell Group, LLC Cincinnati, OH304KShares$11 Million2.99% of portfolio
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Centric Wealth Management285KShares$10.3 Million3.49% of portfolio