Defined Financial Planning LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History

Defined Financial Planning LLC

$93.7 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

33

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

171K
Shares

$7.44 Million
0.25% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

155K
Shares

$6.75 Million
2.81% of portfolio
Private Advisor Group, LLC

131K
Shares

$5.7 Million
0.03% of portfolio
Smartleaf Asset Management LLC Boston, MA

121K
Shares

$5.26 Million
0.53% of portfolio
Atria Investments LLC Charlotte, NC

115K
Shares

$5.02 Million
0.07% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

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