Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Iht Wealth Management, LLC holds 144,543 shares of MTGP stock, worth $6.21 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
144,543
Previous 137,564
5.07%
Holding current value
$6.21 Million
Previous $6.04 Million
3.93%
% of portfolio
0.24%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
25Shares Held
1.02MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC137KShares$5.9 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.23 Million1.29% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL105KShares$4.51 Million2.45% of portfolio
-
Jane Street Group, LLC New York, NY91.6KShares$3.93 Million0.01% of portfolio
-
Atria Investments LLC Charlotte, NC72.5KShares$3.11 Million0.05% of portfolio