Defined Financial Planning LLC Wisdomtree Tree Mortgage Plus Transaction History

Defined Financial Planning LLC

  • $93.7 Billion
  • Q4 2024

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Defined Financial Planning LLC holds 62,735 shares of MTGP stock, worth $2.73 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
62,735
Holding current value
$2.73 Million
% of portfolio
2.89%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$43.02 - $45.21 $2.7 Million - $2.84 Million
62,735 New
62,735 $2.71 Billion

Others Institutions Holding MTGP

# of Institutions
33
Shares Held
1.23M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

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