Beacon Financial Advisory LLC Wisdomtree Tree Mortgage Plus Put Options Transaction History

Beacon Financial Advisory LLC

$344 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

37

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

170K
Shares

$7.47 Million
0.22% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

167K
Shares

$7.35 Million
2.95% of portfolio
Atria Investments LLC Charlotte, NC

119K
Shares

$5.26 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.22 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

69.3K
Shares

$3.05 Million
2.68% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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