Golden State Equity Partners Wisdomtree Tree Mortgage Plus Transaction History
Golden State Equity Partners
- $522 Million
- Q2 2025
A detailed history of Golden State Equity Partners transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Golden State Equity Partners holds 4,794 shares of MTGP stock, worth $210,456. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,794
Previous 4,664
2.79%
Holding current value
$210,456
Previous $204,000
3.92%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.18 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.81 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.93 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.94 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.89 Million2.94% of portfolio