Invenio Wealth Partners LLC Wisdomtree Tr Managed Futures Transaction History

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 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 214,294 shares of WTMF stock, worth $7.61 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
214,294
Previous 199,719 7.3%
Holding current value
$7.61 Million
Previous $7.24 Billion 5.08%
% of portfolio
3.29%
Previous 3.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$34.69 - $36.83 $505,606 - $536,797
14,575 Added 7.3%
214,294 $7.61 Billion
Q2 2024

Aug 12, 2024
BUY
$35.88 - $37.53 $2.24 Million - $2.34 Million
62,341 Added 45.38%
199,719 $7.24 Billion
Q1 2024

May 09, 2024
BUY
$34.62 - $37.5 $4.76 Million - $5.15 Million
137,378 New
137,378 $5.15 Billion

Others Institutions Holding WTMF

# of Institutions
70
Shares Held
5.16M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

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