Beacon Financial Advisory LLC Wisdomtree Tree Mortgage Plus Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 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 6,381 shares of MTGP stock, worth $274,510. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,381Holding current value
$274,510% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding MTGP
# of Institutions
30Shares Held
1.12MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL145KShares$6.24 Million0.19% of portfolio
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Invenio Wealth Partners LLC Coral Gables, FL137KShares$5.91 Million2.68% of portfolio
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Private Advisor Group, LLC127KShares$5.47 Million0.04% of portfolio
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Smartleaf Asset Management LLC Boston, MA117KShares$5.04 Million0.64% of portfolio
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Atria Investments LLC Charlotte, NC97.3KShares$4.19 Million0.06% of portfolio