Creative Financial Designs Inc Wisdomtree Tree Mortgage Plus Transaction History
Creative Financial Designs Inc
- $1.11 Billion
- Q2 2024
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 151 shares of MTGP stock, worth $6,802. This represents 0.0% of its overall portfolio holdings.
Number of Shares
151
Previous 137
10.22%
Holding current value
$6,802
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
27Shares Held
964KCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL156KShares$7.01 Million0.26% of portfolio
-
Private Advisor Group, LLC137KShares$6.17 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.51 Million0.87% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL119KShares$5.38 Million2.55% of portfolio
-
Atria Investments LLC Charlotte, NC69KShares$3.11 Million0.04% of portfolio