Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 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 144,992 shares of MTGP stock, worth $6.34 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
144,992
Previous 155,605 6.82%
Holding current value
$6.34 Million
Previous $6.71 Million 2.61%
% of portfolio
0.19%
Previous 0.26%

Shares

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

Nov 14, 2024
SELL
$42.89 - $45.8 $455,191 - $486,075
-10,613 Reduced 6.82%
144,992 $6.54 Million
Q2 2024

Aug 14, 2024
BUY
$42.16 - $43.53 $466,373 - $481,528
11,062 Added 7.65%
155,605 $6.71 Million
Q1 2024

May 15, 2024
BUY
$42.95 - $44.16 $299,748 - $308,192
6,979 Added 5.07%
144,543 $6.27 Million
Q4 2023

Feb 14, 2024
BUY
$40.46 - $44.04 $5.57 Million - $6.06 Million
137,564 New
137,564 $6.04 Million

Others Institutions Holding MTGP

# of Institutions
30
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

MTGP Quotes by TradingView
  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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