Prevail Innovative Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 159,900 shares of MORT stock, worth $1.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
159,900
Previous 142,737 12.02%
Holding current value
$1.6 Million
Previous $1.52 Billion 17.83%
% of portfolio
0.48%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$10.35 - $11.79 $177,637 - $202,351
17,163 Added 12.02%
159,900 $1.79 Billion
Q4 2024

Feb 12, 2025
BUY
$10.44 - $11.67 $70,563 - $78,877
6,759 Added 4.97%
142,737 $1.52 Billion
Q3 2024

Nov 13, 2024
BUY
$10.79 - $12.29 $1.47 Million - $1.67 Million
135,978 New
135,978 $1.64 Billion

Others Institutions Holding MORT

# of Institutions
93
Shares Held
6.68M
Call Options Held
17.4K
Put Options Held
17.4K
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 Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email