Invenio Wealth Partners LLC Sells in Q3 2024

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 2.38%
$161.02 - $200.0 $32.2K - $40K
8.21K $1.53B
ET
Energy Transfer LP

Energy
-5.5K
- 13.03%
$15.43 - $16.44 $84.9K - $90.4K
36.7K $589M
MRK
Merck & Co., Inc.

Healthcare
-124
- 2.58%
$111.15 - $128.97 $13.8K - $16K
4.68K $531M
QCOM
Qualcomm Inc

Technology
-29
- 1.65%
$156.12 - $209.64 $4.53K - $6.08K
1.72K $293M
BAC
Bank Of America Corp

Financial Services
-1.16K
- 13.89%
$36.65 - $44.13 $42.4K - $51.1K
7.18K $285M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.06K
- 7.28%
$40.48 - $45.39 $43K - $48.2K
13.5K $596M
IVV
Ishares Core S&P 500 ETF

ETFs
-87
- 12.24%
$520.18 - $576.82 $45.3K - $50.2K
624 $360M
LOW
Lowes Companies Inc

Consumer Cyclical
-320
- 21.29%
$213.3 - $270.78 $68.3K - $86.6K
1.18K $320M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-61
- 12.9%
$531.86 - $624.21 $32.4K - $38.1K
412 $255M
DE
Deere & CO

Industrials
-96
- 11.69%
$344.84 - $418.0 $33.1K - $40.1K
725 $303M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.99K
- 8.82%
$30.61 - $34.92 $91.5K - $104K
30.9K $1.07B
CL
Colgate Palmolive CO

Consumer Defensive
-49
- 1.8%
$95.54 - $108.77 $4.68K - $5.33K
2.68K $278M
ADP
Automatic Data Processing Inc

Industrials
-119
- 9.44%
$233.44 - $279.45 $27.8K - $33.3K
1.14K $316M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-19.7K
- 8.4%
$46.17 - $51.13 $911K - $1.01M
215K $11B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 5.54%
$105.53 - $118.34 $31.7K - $35.5K
5.12K $598M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-145
- 0.85%
$57.32 - $62.65 $8.31K - $9.08K
17K $1.06B
WMT
Walmart Inc.

Consumer Defensive
-84
- 1.44%
$66.91 - $81.4 $5.62K - $6.84K
5.74K $463M
ABBV
Abb Vie Inc.

Healthcare
-39
- 1.08%
$163.84 - $199.33 $6.39K - $7.77K
3.57K $706M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.89%
$333.64 - $405.2 $5K - $6.08K
1.67K $675M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.17%
$517.38 - $573.86 $10.9K - $12.1K
12.1K $6.95B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-3.74K
- 3.08%
$46.45 - $53.68 $174K - $201K
118K $6.21B
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
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