INVENIO WEALTH PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Coral Gables, FL
CIK
0001989341
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 94 201,784 DHS, SPDW, DGRW, DON 13F-HR 8/12/2024 000198934124000003
Q1 2024 96 185,548 DHS, SPDW, DON, DGRW 13F-HR 5/9/2024 000198934124000002
Q4 2023 96 138,292 DHS, DON, DGRW, SPDW 13F-HR 2/9/2024 000198934124000001
Q3 2023 85 109,860 DHS, DON, SPY, SPDW 13F-HR 11/13/2023 000198934123000001
Q2 2023 76 88,256 DHS, DON, SPY, PFF 13F-HR 8/14/2023 000184956123000004