Atria Investments LLC Wisdomtree Tree Mortgage Plus Transaction History
Atria Investments LLC
- $7.33 Billion
- Q1 2025
A detailed history of Atria Investments LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Atria Investments LLC holds 112,397 shares of MTGP stock, worth $4.95 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
112,397
Previous 115,467
2.66%
Holding current value
$4.95 Million
Previous $4.99 Million
1.24%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.19 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.82 Million0.22% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.95 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.9 Million2.94% of portfolio
-
Truadvice, LLC Sarasota, FL61.9KShares$2.72 Million1.13% of portfolio