Cetera Advisor Networks LLC Wisdomtree Tree Mortgage Plus Transaction History

Cetera Advisor Networks LLC

$0
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$42.95 - $44.16 $214,707 - $220,755	4,999 New	4,999 $216,000

Others Institutions Holding MTGP

# of Institutions

39

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

170K
Shares

$7.63 Million
0.22% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

167K
Shares

$7.51 Million
2.95% of portfolio
Atria Investments LLC Charlotte, NC

119K
Shares

$5.37 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.31 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

85K
Shares

$3.82 Million
3.15% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

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