Invenio Wealth Partners LLC Wisdomtree Tree Mortgage Plus Transaction History

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 104,890 shares of MTGP stock, worth $4.56 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
104,890
Previous 66,615 57.46%
Holding current value
$4.56 Million
Previous $2.92 Billion 55.73%
% of portfolio
2.45%
Previous 2.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$42.95 - $44.16 $1.64 Million - $1.69 Million
38,275 Added 57.46%
104,890 $4.55 Billion
Q4 2023

Feb 09, 2024
BUY
$40.46 - $44.04 $2.08 Million - $2.26 Million
51,337 Added 336.02%
66,615 $2.92 Billion
Q3 2023

Nov 13, 2023
BUY
$41.52 - $43.72 $634,342 - $667,954
15,278 New
15,278 $637 Million

Others Institutions Holding MTGP

# of Institutions
25
Shares Held
1.02M
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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