Klr Investment Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Klr Investment Advisors, LLC
- $138 Billion
- Q1 2024
A detailed history of Klr Investment Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 19,462 shares of MTGP stock, worth $868,589. This represents 0.6% of its overall portfolio holdings.
Number of Shares
19,462
Previous 19,933
2.36%
Holding current value
$868,589
Previous $875 Million
5.59%
% of portfolio
0.6%
Previous 0.63%
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