A detailed history of Wealthcare Advisory Partners LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 13,997 shares of MORT stock, worth $156,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,997
Previous 12,878 8.69%
Holding current value
$156,206
Previous $150,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$10.38 - $11.53 $11,615 - $12,902
1,119 Added 8.69%
13,997 $156,000
Q1 2024

Apr 15, 2024

BUY
$10.64 - $11.87 $26,600 - $29,674
2,500 Added 24.09%
12,878 $150,000
Q4 2023

Feb 06, 2024

BUY
$9.43 - $12.52 $97,864 - $129,932
10,378 New
10,378 $122,000

Others Institutions Holding MORT

About VANECK ETF TR MTG REIT INCOME


  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.