Invenio Wealth Partners LLC Wisdomtree U.S. Short Term Cor Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 47,577 shares of SFIG stock, worth $2.27 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
47,577
Previous 34,490
37.94%
Holding current value
$2.27 Million
Previous $1.65 Billion
37.15%
% of portfolio
1.22%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding SFIG
# of Institutions
22Shares Held
901KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS243KShares$11.6 Million0.16% of portfolio
-
Wt Wealth Management156KShares$7.44 Million3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC130KShares$6.21 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY103KShares$4.91 Million0.01% of portfolio
-
Private Advisor Group, LLC49.2KShares$2.34 Million0.02% of portfolio