A detailed history of Advyzon Investment Management, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 33,954 shares of MORT stock, worth $356,177. This represents 0.08% of its overall portfolio holdings.

Number of Shares
33,954
Previous 26,717 27.09%
Holding current value
$356,177
Previous $298 Million 20.15%
% of portfolio
0.08%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$9.19 - $10.76 $66,508 - $77,870
7,237 Added 27.09%
33,954 $359 Million
Q1 2025

May 09, 2025

BUY
$10.35 - $11.79 $125,907 - $143,425
12,165 Added 83.6%
26,717 $298 Million
Q4 2024

Feb 03, 2025

BUY
$10.44 - $11.67 $151,922 - $169,821
14,552 New
14,552 $155 Million

Others Institutions Holding MORT

About VANECK ETF TR MTG REIT INCOME


  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
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