Creative Financial Designs Inc Wisdomtree Tree Mortgage Plus Transaction History
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Creative Financial Designs Inc holds 315 shares of MTGP stock, worth $14,058. This represents 0.0% of its overall portfolio holdings.
Number of Shares
315
Previous 315
-0.0%
Holding current value
$14,058
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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
-
Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% 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