Beacon Financial Advisory LLC Wisdomtree Tree Mortgage Plus Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,785 shares of MTGP stock, worth $428,289. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,785
Previous 6,381 53.35%
Holding current value
$428,289
Previous $287,000 47.04%
% of portfolio
0.15%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$43.02 - $45.21 $146,440 - $153,894
3,404 Added 53.35%
9,785 $422,000
Q3 2024

Oct 30, 2024
BUY
$42.89 - $45.8 $273,681 - $292,249
6,381 New
6,381 $287,000

Others Institutions Holding MTGP

# of Institutions
34
Shares Held
1.29M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

MTGP Quotes by TradingView
  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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