Concurrent Investment Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,832 shares of MTGP stock, worth $1.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,832
Previous 25,102 26.81%
Holding current value
$1.4 Million
Previous $1.1 Billion 28.51%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$43.06 - $44.41 $289,793 - $298,879
6,730 Added 26.81%
31,832 $1.41 Billion
Q1 2025

Apr 29, 2025
BUY
$42.64 - $44.05 $1.07 Million - $1.11 Million
25,102 New
25,102 $1.1 Billion

Others Institutions Holding MTGP

# of Institutions
39
Shares Held
1.19M
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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