Beacon Financial Advisory LLC Wisdomtree Tree Mortgage Plus Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
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 14,709 shares of MTGP stock, worth $646,460. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,709
Previous 9,785
50.32%
Holding current value
$646,460
Previous $422,000
52.61%
% of portfolio
0.22%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.38MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL171KShares$7.51 Million0.25% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL155KShares$6.82 Million2.81% of portfolio
-
Private Advisor Group, LLC131KShares$5.75 Million0.03% of portfolio
-
Smartleaf Asset Management LLC Boston, MA121KShares$5.32 Million0.53% of portfolio
-
Atria Investments LLC Charlotte, NC115KShares$5.07 Million0.07% of portfolio