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  Name: INVENIO WEALTH PARTNERS LLC
  City: CORAL GABLES
  State: FL
  Zip: 33146
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $185,553,000
  Total Value Change : $47,257,000
  Securities Held Change : 0
   
All Securities Held : 96
  New Positions : 11
  Closed Positions : 13
  Increased Positions : 39
  Unchanged Positions : 4
  Decreased Positions : 42

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SHAG)1 Year Chart         SHAG Wisdomtree Barclays Yield E... 101 Closed $0.00 $0 0 0% -206,000 -4,358 0    N/A
   (HYZD)1 Year Chart         HYZD Wisdomtree Bofa Merrill Lyn... 107 Closed $21.95 $0 0 0% -216,000 -9,985 0    N/A
   (MMM)1 Year Chart         MMM 3M Co 100 Closed $100.14 $0 0 0% -206,000 -1,888 0    Conglomerates
   (ROP)1 Year Chart         ROP Roper Industries Inc 106 Closed $532.76 $0 0 0% -235,000 -431 0    Diversified Machinery
   (GSG)1 Year Chart         GSG iShares S&P GSCI Commodity-... 99 Closed $21.95 $0 0 0% -4,435,000 -221,068 0    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 105 Closed $79.65 $0 0 0% -493,000 -6,061 0    Closed - End Fund - Debt
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 98 Closed $0.00 $0 0 0% -219,000 -4,326 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc 104 Closed $282.29 $0 0 0% -219,000 -624 0    Management Services
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 97 Closed $169.56 $0 0 0% -339,000 -1,719 0    Drugs - Generic
   (WM)1 Year Chart         WM Waste Management Inc 103 Closed $210.73 $0 0 0% -225,000 -1,257 0    Waste Management
   (AMT)1 Year Chart         AMT American Tower Corp 109 Closed $195.74 $0 0 0% -204,000 -944 0    Integrated Telecommun...
   (CSX)1 Year Chart         CSX CSX Corp 102 Closed $33.75 $0 0 0% -299,000 -8,625 0    Railroads
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 108 Closed $81.18 $0 0 0% -224,000 -2,973 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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