Invenio Wealth Partners LLC Wisdomtree Tree Mortgage Plus Transaction History

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 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 137,311 shares of MTGP stock, worth $5.97 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
137,311
Previous 119,478 14.93%
Holding current value
$5.97 Million
Previous $5.15 Billion 20.12%
% of portfolio
2.68%
Previous 2.55%

Shares

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

Nov 13, 2024
BUY
$42.89 - $45.8 $764,857 - $816,751
17,833 Added 14.93%
137,311 $6.19 Billion
Q2 2024

Aug 12, 2024
BUY
$42.16 - $43.53 $615,030 - $635,015
14,588 Added 13.91%
119,478 $5.15 Billion
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
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
Track This Portfolio

Track Invenio Wealth Partners LLC Portfolio

Follow Invenio Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invenio Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invenio Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email