Institute For Wealth Management, Llc. Vaneck ETF Tr Mtg Reit Income Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 25,811 shares of MORT stock, worth $270,757. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,811
Previous 14,775 74.69%
Holding current value
$270,757
Previous $165,000 63.64%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$9.19 - $10.76 $101,420 - $118,747
11,036 Added 74.69%
25,811 $270,000
Q4 2023

Jan 31, 2024
BUY
$9.43 - $12.52 $139,328 - $184,983
14,775 New
14,775 $174,000

Others Institutions Holding MORT

# of Institutions
88
Shares Held
6.66M
Call Options Held
17.4K
Put Options Held
17.4K
View Full List

About VANECK ETF TR MTG REIT INCOME

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