Wealth Enhancement Advisory Services, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 66,717 shares of MORT stock, worth $694,523. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66,717
Previous 50,755 31.45%
Holding current value
$694,523
Previous $546,000 27.11%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$10.27 - $10.6 $163,929 - $169,197
15,962 Added 31.45%
66,717 $694,000
Q3 2025

Oct 29, 2025
BUY
$10.43 - $11.34 $40,520 - $44,055
3,885 Added 8.29%
50,755 $546,000
Q2 2025

Jul 10, 2025
BUY
$9.19 - $10.76 $27 - $32
3 Added 0.01%
46,870 $491,000
Q1 2025

Apr 16, 2025
BUY
$10.35 - $11.79 $155,570 - $177,215
15,031 Added 47.21%
46,867 $516,000
Q4 2024

Mar 17, 2025
SELL
$10.44 - $11.67 $29,179 - $32,617
-2,795 Reduced 8.07%
31,836 $338,000
Q3 2024

Oct 23, 2024
BUY
$10.79 - $12.29 $75,767 - $86,300
7,022 Added 25.43%
34,631 $417,000
Q2 2024

Jul 16, 2024
BUY
$10.38 - $11.53 $19,504 - $21,664
1,879 Added 7.3%
27,609 $308,000
Q1 2024

Apr 15, 2024
BUY
$10.64 - $11.87 $41,230 - $45,996
3,875 Added 17.73%
25,730 $300,000
Q4 2023

Jan 30, 2024
BUY
$9.43 - $12.52 $27,375 - $36,345
2,903 Added 15.32%
21,855 $258,000
Q3 2023

Nov 13, 2023
BUY
$11.19 - $12.46 $212,072 - $236,141
18,952 New
18,952 $215,000

Others Institutions Holding MORT

# of Institutions
95
Shares Held
6.88M
Call Options Held
0
Put Options Held
31.7K
View Full List

About VANECK ETF TR MTG REIT INCOME

MORT Quotes by TradingView
  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
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