Atria Investments LLC Wisdomtree Tree Mortgage Plus Transaction History
Atria Investments LLC
- $8.14 Billion
- Q3 2025
A detailed history of Atria Investments LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Atria Investments LLC holds 137,120 shares of MTGP stock, worth $6.12 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
137,120
Previous 119,373
14.87%
Holding current value
$6.12 Million
Previous $5.3 Million
15.22%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.23MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL182KShares$8.12 Million2.95% of portfolio
-
Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
-
Insight Advisors, LLC Newtown, PA96.3KShares$4.3 Million1.04% of portfolio
-
Defined Financial Planning LLC San Rafael, CA85KShares$3.79 Million3.15% of portfolio