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 $876,373. This represents 0.6% of its overall portfolio holdings.
Number of Shares
19,462
Previous 19,933
2.36%
Holding current value
$876,373
Previous $875 Million
5.59%
% of portfolio
0.6%
Previous 0.63%
Shares
6 transactions
Others Institutions Holding MTGP
# of Institutions
27Shares Held
964KCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL156KShares$7.01 Million0.26% of portfolio
-
Private Advisor Group, LLC137KShares$6.17 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.51 Million0.87% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL119KShares$5.38 Million2.55% of portfolio
-
Atria Investments LLC Charlotte, NC69KShares$3.11 Million0.04% of portfolio