Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Iht Wealth Management, LLC holds 170,946 shares of MTGP stock, worth $7.49 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
170,946
Previous 144,992 17.9%
Holding current value
$7.49 Million
Previous $6.54 Million 12.97%
% of portfolio
0.25%
Previous 0.19%

Shares

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

Feb 14, 2025
BUY
$43.02 - $45.21 $1.12 Million - $1.17 Million
25,954 Added 17.9%
170,946 $7.38 Million
Q3 2024

Nov 14, 2024
SELL
$42.89 - $45.8 $455,191 - $486,075
-10,613 Reduced 6.82%
144,992 $6.54 Million
Q2 2024

Aug 14, 2024
BUY
$42.16 - $43.53 $466,373 - $481,528
11,062 Added 7.65%
155,605 $6.71 Million
Q1 2024

May 15, 2024
BUY
$42.95 - $44.16 $299,748 - $308,192
6,979 Added 5.07%
144,543 $6.27 Million
Q4 2023

Feb 14, 2024
BUY
$40.46 - $44.04 $5.57 Million - $6.06 Million
137,564 New
137,564 $6.04 Million

Others Institutions Holding MTGP

# of Institutions
33
Shares Held
1.28M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

MTGP Quotes by TradingView
  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email