Evolution Wealth Management Inc. Wisdomtree Tree Mortgage Plus Transaction History
Evolution Wealth Management Inc.
- $81.2 Billion
- Q2 2025
A detailed history of Evolution Wealth Management Inc. transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 3,883 shares of MTGP stock, worth $174,696. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,883Holding current value
$174,696% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.2MCall 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