Klr Investment Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Klr Investment Advisors, LLC
- $138 Billion
- Q1 2024
A detailed history of Klr Investment Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 19,462 shares of MTGP stock, worth $860,415. This represents 0.6% of its overall portfolio holdings.
Number of Shares
19,462
Previous 19,933
2.36%
Holding current value
$860,415
Previous $875 Million
5.59%
% of portfolio
0.6%
Previous 0.63%
Shares
6 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.18MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.23 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.85 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.28 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA95.9KShares$4.24 Million1.1% of portfolio
-
Defined Financial Planning LLC San Rafael, CA69.3KShares$3.06 Million2.68% of portfolio