Invenio Wealth Partners LLC New Holdings in Q3 2024

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DXJ
Wisdomtree Trust Japan Hedged

ETFs
37K
New
$91.43 - $117.51 $3.38M - $4.34M
37K $3.92B
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
21.4K
New
$28.45 - $30.18 $608K - $645K
21.4K $642M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
10.6K
New
$46.16 - $47.63 $488K - $504K
10.6K $503M
VEA
Vanguard Ftse Developed Market

ETFs
6.07K
New
$47.6 - $53.31 $289K - $324K
6.07K $321M
DHI
Horton D R Inc

Consumer Cyclical
1.42K
New
$135.21 - $197.06 $191K - $279K
1.42K $270M
Lam Research Corp Com New
284
New
N/A
284 $232M
LMT
Lockheed Martin Corp

Industrials
390
New
$460.3 - $584.56 $180K - $228K
390 $228M
SYK
Stryker Corp

Healthcare
623
New
$315.94 - $371.96 $197K - $232K
623 $225M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.5K
New
$75.32 - $84.37 $189K - $211K
2.5K $209M
SHW
Sherwin Williams CO

Basic Materials
526
New
$294.65 - $384.0 $155K - $202K
526 $201M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Invenio Wealth Partners LLC Portfolio

Follow Invenio Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invenio Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invenio Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email