Creative Financial Designs Inc Wisdomtree Tree Mortgage Plus Transaction History
Creative Financial Designs Inc
- $1.21 Billion
- Q1 2025
A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Creative Financial Designs Inc holds 486 shares of MTGP stock, worth $21,384. This represents 0.0% of its overall portfolio holdings.
Number of Shares
486
Previous 209
132.54%
Holding current value
$21,384
Previous $9,000
133.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.19 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.82 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.95 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.95 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.9 Million2.94% of portfolio