Guardian Wealth Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$42.89 - $45.8 $6,948 - $7,419	162 New	162 $7,000

Others Institutions Holding MTGP

# of Institutions

32

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

171K
Shares

$7.42 Million
0.25% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

155K
Shares

$6.73 Million
2.81% of portfolio
Private Advisor Group, LLC

131K
Shares

$5.69 Million
0.03% of portfolio
Smartleaf Asset Management LLC Boston, MA

121K
Shares

$5.25 Million
0.53% of portfolio
Atria Investments LLC Charlotte, NC

115K
Shares

$5.01 Million
0.07% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
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