Invenio Wealth Partners LLC Wisdomtree U.S. Smallcap Fund Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 115,338 shares of EES stock, worth $5.44 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
115,338
Previous 42,691
170.17%
Holding current value
$5.44 Million
Previous $2.13 Billion
171.8%
% of portfolio
3.12%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.8 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.5 Million0.01% of portfolio