Insight Advisors, LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History
Insight Advisors, LLC
- $387 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.17MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.2 Million3.01% of portfolio
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Iht Wealth Management, LLC Chicago, IL155KShares$6.83 Million0.22% of portfolio
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Atria Investments LLC Charlotte, NC119KShares$5.26 Million0.07% of portfolio
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Defined Financial Planning LLC San Rafael, CA69.3KShares$3.05 Million2.68% of portfolio
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Truadvice, LLC Sarasota, FL61.9KShares$2.73 Million1.13% of portfolio