Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 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 155,605 shares of MTGP stock, worth $6.82 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
155,605
Previous 144,543
7.65%
Holding current value
$6.82 Million
Previous $6.27 Million
6.98%
% of portfolio
0.26%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
28Shares Held
1MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC127KShares$5.57 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.36 Million0.87% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL119KShares$5.24 Million2.55% of portfolio
-
Atria Investments LLC Charlotte, NC69KShares$3.03 Million0.04% of portfolio
-
Insight Advisors, LLC Newtown, PA63KShares$2.76 Million0.76% of portfolio