Arete Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 242,844 shares of MORT stock, worth $2.53 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

242,844

Previous 203,761 19.18%

Holding current value

$2.53 Million

Previous $2.15 Million 21.51%

% of portfolio

0.16%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$10.43 - $11.34 $407,635 - $443,201	39,083 Added 19.18%	242,844 $2.62 Million
Q2 2025 Aug 14, 2025	BUY	$9.19 - $10.76 $113,046 - $132,358	12,301 Added 6.42%	203,761 $2.15 Million
Q1 2025 May 15, 2025	BUY	$10.35 - $11.79 $17,739 - $20,208	1,714 Added 0.9%	191,460 $2.14 Million
Q4 2024 Feb 12, 2025	BUY	$10.44 - $11.67 $39,901 - $44,602	3,822 Added 2.06%	189,746 $2.01 Million
Q3 2024 Nov 14, 2024	BUY	$10.79 - $12.29 $191,490 - $218,110	17,747 Added 10.55%	185,924 $2.24 Million

Q2 2024 Aug 13, 2024	BUY	$10.38 - $11.53 $42,900 - $47,653	4,133 Added 2.52%	168,177 $1.87 Million
Q1 2024 May 15, 2024	BUY	$10.64 - $11.87 $10,150 - $11,323	954 Added 0.58%	164,044 $1.92 Million
Q4 2023 Feb 14, 2024	BUY	$9.43 - $12.52 $1.54 Million - $2.04 Million	163,090 New	163,090 $1.93 Million

Others Institutions Holding MORT

# of Institutions

Shares Held

6.88M

Call Options Held

Put Options Held

31.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History