INVENIO WEALTH PARTNERS LLC XSOE Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 227,781.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $7.03 Mil. This investment constitutes 2.95% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0.42% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.
The initial trade took place in 2023Q3. And since then INVENIO WEALTH PARTNERS LLC has made 6 purchases of XSOE, at an average price of $28.76, for a total of 275,692.00 shares. In addition, there have been 1 sales at an average price of $31.04 for 47,911.00 shares. Based on historical transaction data and XSOE's current price of $34.25, INVENIO WEALTH PARTNERS LLC's estimated gain on his XSOE holdings is $1.36 Mil, reflecting a 17.14% gain to date.
INVENIO WEALTH PARTNERS LLC XSOE ($34.25) Holding Chart
INVENIO WEALTH PARTNERS LLC XSOE ($34.25) 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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