Invenio Wealth Partners LLC Wisdomtree Tree Mortgage Plus Put Options Transaction History

Invenio Wealth Partners LLC

$252 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

39

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

170K
Shares

$7.63 Million
0.22% of portfolio
Atria Investments LLC Charlotte, NC

119K
Shares

$5.37 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.31 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

85K
Shares

$3.82 Million
3.15% of portfolio
Jane Street Group, LLC New York, NY

68.2K
Shares

$3.07 Million
0.0% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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