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

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

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 34,631 shares of MORT stock, worth $375,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,631
Previous 34,631 -0.0%
Holding current value
$375,053
Previous $417,000 11.99%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
81
Shares Held
5.07M
Call Options Held
10.9K
Put Options Held
5.8K
View Full List

About VANECK ETF TR MTG REIT INCOME

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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email