Wealthcare Advisory Partners LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

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 18,241 shares of MORT stock, worth $197,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,241

Previous 18,118 0.68%

Holding current value

$197,732

Previous $218,000 11.47%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$10.44 - $11.67 $1,284 - $1,435	123 Added 0.68%	18,241 $193,000
Q3 2024 Nov 04, 2024	BUY	$10.79 - $12.29 $44,465 - $50,647	4,121 Added 29.44%	18,118 $218,000
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

# of Institutions

Shares Held

5.07M

Call Options Held

10.9K

Put Options Held

5.8K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

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.

Account

Wealthcare Advisory Partners LLC Vaneck ETF Tr Mtg Reit Income Transaction History