Credential Qtrade Securities Inc. Wisdomtree Tree Mortgage Plus Transaction History
Credential Qtrade Securities Inc.
- $1.86 Trillion
- Q1 2024
Shares
	  2 transactions
	
  Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.19MCall Options Held
0Put Options Held
0- 
    
      Iht Wealth Management, LLC Chicago, IL170KShares$7.63 Million0.22% of portfolio
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      Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.51 Million2.95% of portfolio
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      Atria Investments LLC Charlotte, NC119KShares$5.37 Million0.07% of portfolio
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      Insight Advisors, LLC Newtown, PA95.9KShares$4.31 Million1.1% of portfolio
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      Defined Financial Planning LLC San Rafael, CA85KShares$3.82 Million3.15% of portfolio