Creative Planning Vaneck ETF Tr Mtg Reit Income Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$18.22 - $20.56 $541,498 - $611,043	-29,720 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$16.18 - $19.26 $21,309 - $25,365	1,317 Added 4.64%	29,720 $563,000
Q4 2020 Jan 29, 2021	BUY	$13.41 - $17.13 $104,852 - $133,939	7,819 Added 37.99%	28,403 $476,000
Q3 2020 Nov 05, 2020	BUY	$12.27 - $14.48 $171 - $202	14 Added 0.07%	20,584 $287,000
Q2 2020 Jul 23, 2020	SELL	$7.46 - $15.4 $28,474 - $58,781	-3,817 Reduced 15.65%	20,570 $277,000
Q1 2020 May 05, 2020	BUY	$8.12 - $25.93 $40,599 - $129,650	5,000 Added 25.79%	24,387 $244,000
Q4 2019 Jan 30, 2020	BUY	$22.54 - $24.86 $171,304 - $188,936	7,600 Added 64.48%	19,387 $465,000
Q2 2019 Jul 26, 2019	BUY	N/A	11,787 New	11,787 $273,000

Others Institutions Holding MORT

# of Institutions

81

Shares Held

4.97M

Call Options Held

10.9K

Put Options Held

5.8K

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
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