Invenio Wealth Partners LLC Wisdomtree U.S. High Yield Cor Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 184,153 shares of WFHY stock, worth $8.45 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
184,153
Previous 167,345
10.04%
Holding current value
$8.45 Million
Previous $7.46 Billion
13.97%
% of portfolio
3.68%
Previous 3.7%
Shares
5 transactions
Others Institutions Holding WFHY
# of Institutions
58Shares Held
4.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.63MShares$74.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC640KShares$29.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL165KShares$7.59 Million0.02% of portfolio
-
Leo Wealth, LLC Hurst, TX164KShares$7.5 Million0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC127KShares$5.82 Million0.0% of portfolio