Evolution Wealth Management Inc. Wisdomtree Tree Mortgage Plus Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 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 3,553 shares of MTGP stock, worth $158,570. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,553
Previous 3,883
8.5%
Holding current value
$158,570
Previous $172 Million
8.2%
% of portfolio
0.16%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.23MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL182KShares$8.12 Million2.95% of portfolio
-
Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
-
Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
-
Insight Advisors, LLC Newtown, PA96.3KShares$4.3 Million1.04% of portfolio