H&H Retirement Design & Management Inc Vaneck ETF Tr Mtg Reit Income Transaction History

H&H Retirement Design & Management Inc

$179 Million
Q2 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 109,454 shares of MORT stock, worth $1.21 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

109,454

Previous 94,947 15.28%

Holding current value

$1.21 Million

Previous $1.06 Million 8.96%

% of portfolio

0.64%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$9.19 - $10.76 $133,319 - $156,095	14,507 Added 15.28%	109,454 $1.16 Million
Q1 2025 Apr 22, 2025	BUY	$10.35 - $11.79 $4,885 - $5,564	472 Added 0.5%	94,947 $1.06 Million
Q4 2024 Feb 24, 2025	BUY	$10.44 - $11.67 $54,016 - $60,380	5,174 Added 5.79%	94,475 $1 Million
Q3 2024 Oct 16, 2024	BUY	$10.79 - $12.29 $65,452 - $74,551	6,066 Added 7.29%	89,301 $1.08 Million
Q2 2024 Jul 23, 2024	BUY	$10.38 - $11.53 $20,272 - $22,518	1,953 Added 2.4%	83,235 $931,000
Q1 2024 Apr 23, 2024	SELL	$10.64 - $11.87 $76,608 - $85,464	-7,200 Reduced 8.14%	81,282 $950,000
Q4 2023 Feb 09, 2024	BUY	$9.43 - $12.52 $834,385 - $1.11 Million	88,482 New	88,482 $1.05 Million

Others Institutions Holding MORT

# of Institutions

Shares Held

6.46M

Call Options Held

11.6K

Put Options Held

58.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Account

H&H Retirement Design & Management Inc Vaneck ETF Tr Mtg Reit Income Transaction History