Invenio Wealth Partners LLC Wisdomtree Tr Managed Futures Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 199,719 shares of WTMF stock, worth $7.13 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
199,719
Previous 137,378
45.38%
Holding current value
$7.13 Million
Previous $5.15 Billion
40.62%
% of portfolio
3.59%
Previous 2.78%
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.93MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40.2 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.3 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.3 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.9 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.4 Million3.22% of portfolio