Invenio Wealth Partners LLC Wisdomtree U.S. Short Term Cor Transaction History

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

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 63,497 shares of SFIG stock, worth $3.09 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

63,497

Previous 60,811 4.42%

Holding current value

$3.09 Million

Previous $2.92 Billion 5.24%

% of portfolio

1.29%

Previous 1.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	N/A	2,686 Added 4.42%	63,497 $3.08 Billion
Q4 2024 Feb 12, 2025	BUY	N/A	4,271 Added 7.55%	60,811 $2.92 Billion
Q3 2024 Nov 13, 2024	BUY	$45.17 - $48.75 $128,327 - $138,498	2,841 Added 5.29%	56,540 $2.76 Billion
Q2 2024 Aug 12, 2024	BUY	$47.2 - $47.83 $288,958 - $292,815	6,122 Added 12.87%	53,699 $2.56 Billion
Q1 2024 May 09, 2024	BUY	$47.52 - $48.13 $621,894 - $629,877	13,087 Added 37.94%	47,577 $2.27 Billion
Q4 2023 Feb 09, 2024	BUY	$46.25 - $47.97 $464,858 - $482,146	10,051 Added 41.13%	34,490 $1.65 Billion
Q3 2023 Nov 13, 2023	BUY	$46.42 - $47.18 $1.13 Million - $1.15 Million	24,439 New	24,439 $1.14 Billion

Others Institutions Holding SFIG

# of Institutions

Shares Held

949K

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
Sector ETFs
Industry ETFs

More about SFIG

Track This Portfolio

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.

Account

Invenio Wealth Partners LLC Wisdomtree U.S. Short Term Cor Transaction History