INVENIO WEALTH PARTNERS LLC
Position in SHAG — WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
CIK 1989341
CORAL GABLES, FL
All Filings in SHAG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 SHAG | $206,285 | 4,358 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SHAG | $261,874 | 5,658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SHAG | $344,502 | 7,388 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||