Wisdomtree Tr barclays yield shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Wisdomtree Tr barclays yield
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr barclays yield held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr barclays yield by Invenio Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $206k | 4.4k | 47.34 |
2023-09-30 | $262k | 5.7k | 46.28 |