Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

40

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Invenio Wealth Partners LLC Coral Gables, FL

163K
Shares

$7.12 Million
3.01% of portfolio
Atria Investments LLC Charlotte, NC

112K
Shares

$4.89 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

89.7K
Shares

$3.91 Million
1.09% of portfolio
Defined Financial Planning LLC San Rafael, CA

65.9K
Shares

$2.87 Million
2.94% of portfolio
Truadvice, LLC Sarasota, FL

61.9K
Shares

$2.69 Million
1.13% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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