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

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 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 56,540 shares of SFIG stock, worth $2.75 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
56,540
Previous 53,699 5.29%
Holding current value
$2.75 Million
Previous $2.56 Billion 7.99%
% of portfolio
1.19%
Previous 1.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
743K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SHORT TERM COR

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