Invenio Wealth Partners LLC Wisdomtree Tr U.S Transaction History

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 198,262 shares of DHS stock, worth $16.8 Million. This represents 9.26% of its overall portfolio holdings.

Number of Shares
198,262
Previous 154,139 28.63%
Holding current value
$16.8 Million
Previous $12.7 Billion 35.64%
% of portfolio
9.26%
Previous 9.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$79.77 - $86.66 $3.52 Million - $3.82 Million
44,123 Added 28.63%
198,262 $17.2 Billion
Q4 2023

Feb 09, 2024
BUY
$73.7 - $83.0 $1.61 Million - $1.81 Million
21,853 Added 16.52%
154,139 $12.7 Billion
Q3 2023

Nov 13, 2023
BUY
$77.8 - $83.01 $3.53 Million - $3.77 Million
45,382 Added 52.22%
132,286 $10.3 Billion
Q2 2023

Aug 11, 2023
BUY
$76.29 - $83.88 $6.63 Million - $7.29 Million
86,904 New
86,904 $6.91 Billion

Others Institutions Holding DHS

# of Institutions
206
Shares Held
6.08M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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