Invenio Wealth Partners LLC Purchases and Sells in Q1 2025

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	67K + 120.18%	$50.29 - $50.5 $3.37M - $3.38M	123K $6.18B
SCHG	159K + 31.21%	$24.91 - $29.02 $3.96M - $4.61M	668K $16.7B
PTLC	36.8K + 70.13%	$50.25 - $55.9 $1.85M - $2.05M	89.2K $4.59B
JMUB	20.4K + 5.16%	$49.69 - $50.76 $1.01M - $1.03M	415K $20.8B
MTGP	8.43K + 5.43%	$42.64 - $44.05 $359K - $371K	163K $7.17B
DGRW	7.89K + 4.58%	$78.0 - $84.37 $615K - $666K	180K $14.4B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JVAL	111K New	$40.87 - $45.28 $4.52M - $5.01M	111K $4.58B
XOM	3.33K New	$105.44 - $118.93 $351K - $396K	3.33K $396M
TJX	2K New	$112.81 - $126.16 $226K - $253K	2K $244M
CVX	1.41K New	$146.71 - $167.97 $207K - $237K	1.41K $236M
PM	1.46K New	$117.15 - $158.79 $171K - $232K	1.46K $232M
QQQ	434 New	$468.34 - $539.52 $203K - $234K	434 $204M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XSOE	-47.9K - 17.38%	$29.72 - $31.94 $1.42M - $1.53M	228K $7.03B
NVDA	-332 - 0.77%	$106.98 - $149.43 $35.5K - $49.6K	42.6K $4.62B
AVGO	-832 - 12.11%	$167.43 - $244.7 $139K - $204K	6.04K $1.01B
FLOT	-9.48K - 31.09%	$50.87 - $51.09 $482K - $484K	21K $1.07B
SPY	-130 - 1.1%	$551.42 - $612.93 $71.7K - $79.7K	11.7K $6.53B
WFHY	-7.64K - 4.08%	N/A	180K $8.1B

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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