Avantax Planning Partners, Inc. Vaneck ETF Tr Mtg Reit Income Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-912 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	912 New	912 $22,000

Others Institutions Holding MORT

# of Institutions

82

Shares Held

5.31M

Call Options Held

4.5K

Put Options Held

13.9K

Lpl Financial LLC Fort Mill, SC

898K
Shares

$8.62 Million
0.0% of portfolio
Gradient Investments LLC

644K
Shares

$6.18 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

562K
Shares

$5.39 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

404K
Shares

$3.88 Million
0.01% of portfolio
Drive Wealth Management, LLC Lehi, UT

296K
Shares

$2.84 Million
0.81% of portfolio

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
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