INVENIO WEALTH PARTNERS LLC WFHY Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree U.S. High Yield Corporate Bond Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 179,521.00 shares of WisdomTree U.S. High Yield Corporate Bond Fund(WFHY), totaling $8.10 Mil. This investment constitutes 3.4% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds -% of the outstanding WisdomTree U.S. High Yield Corporate Bond Fund(WFHY) stock.
The initial trade took place in 2023Q3. And since then INVENIO WEALTH PARTNERS LLC has made 6 purchases of WFHY, at an average price of $44.44, for a total of 187,163.00 shares. In addition, there have been 1 sales at an average price of $45.50 for 7,642.00 shares. Based on historical transaction data and WFHY's current price of $44.99, INVENIO WEALTH PARTNERS LLC's estimated gain on his WFHY holdings is $107,538.70, reflecting a 1.29% gain to date.
INVENIO WEALTH PARTNERS LLC WFHY ($44.99) Holding Chart
INVENIO WEALTH PARTNERS LLC WFHY ($44.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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