Invenio Wealth Partners LLC Wisdomtree Tree Mortgage Plus Transaction History

Invenio Wealth Partners LLC

$252 Billion
Q2 2025

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 166,879 shares of MTGP stock, worth $7.35 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

166,879

Previous 163,494 2.07%

Holding current value

$7.35 Million

Previous $7.17 Billion 3.43%

% of portfolio

2.95%

Previous 3.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$43.06 - $44.41 $145,758 - $150,327	3,385 Added 2.07%	166,879 $7.41 Billion
Q1 2025 May 13, 2025	BUY	$42.64 - $44.05 $359,242 - $371,121	8,425 Added 5.43%	163,494 $7.17 Billion
Q4 2024 Feb 12, 2025	BUY	$43.02 - $45.21 $763,949 - $802,839	17,758 Added 12.93%	155,069 $6.7 Billion
Q3 2024 Nov 13, 2024	BUY	$42.89 - $45.8 $764,857 - $816,751	17,833 Added 14.93%	137,311 $6.19 Billion
Q2 2024 Aug 12, 2024	BUY	$42.16 - $43.53 $615,030 - $635,015	14,588 Added 13.91%	119,478 $5.15 Billion
Q1 2024 May 09, 2024	BUY	$42.95 - $44.16 $1.64 Million - $1.69 Million	38,275 Added 57.46%	104,890 $4.55 Billion
Q4 2023 Feb 09, 2024	BUY	$40.46 - $44.04 $2.08 Million - $2.26 Million	51,337 Added 336.02%	66,615 $2.92 Billion
Q3 2023 Nov 13, 2023	BUY	$41.52 - $43.72 $634,342 - $667,954	15,278 New	15,278 $637 Million

Others Institutions Holding MTGP

# of Institutions

Shares Held

1.18M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

More about MTGP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Invenio Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invenio Wealth Partners LLC with notifications on news.

Account

Invenio Wealth Partners LLC Wisdomtree Tree Mortgage Plus Transaction History