A detailed history of Geo Wealth Management, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Geo Wealth Management, LLC holds 33,692 shares of MORT stock, worth $384,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,692
Previous 38,596 12.71%
Holding current value
$384,088
Previous $431,000 5.8%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$10.79 - $12.29 $52,914 - $60,270
-4,904 Reduced 12.71%
33,692 $406,000
Q2 2024

Aug 12, 2024

BUY
$10.38 - $11.53 $201,299 - $223,601
19,393 Added 100.99%
38,596 $431,000
Q1 2024

May 15, 2024

SELL
$10.64 - $11.87 $204,319 - $227,939
-19,203 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$10.64 - $11.87 $67,819 - $75,659
6,374 Added 49.68%
19,203 $224,000
Q4 2023

Feb 13, 2024

BUY
$9.43 - $12.52 $120,977 - $160,619
12,829 New
12,829 $151,000

Others Institutions Holding MORT

About VANECK ETF TR MTG REIT INCOME


  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
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