Lpl Financial LLC Wisdomtree Tree Mortgage Plus Transaction History

Lpl Financial LLC

  • $196 Billion
  • Q2 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Lpl Financial LLC holds 12,806 shares of MTGP stock, worth $576,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,806
Previous 51,686 75.22%
Holding current value
$576,910
Previous $2.24 Million 75.39%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$42.16 - $43.53 $1.64 Million - $1.69 Million
-38,880 Reduced 75.22%
12,806 $552,000
Q1 2024

May 10, 2024
SELL
$42.95 - $44.16 $236,525 - $243,189
-5,507 Reduced 9.63%
51,686 $2.24 Million
Q4 2023

Feb 14, 2024
SELL
$40.46 - $44.04 $23,466 - $25,543
-580 Reduced 1.0%
57,193 $2.51 Million
Q3 2023

Nov 13, 2023
BUY
$41.52 - $43.72 $273,035 - $287,502
6,576 Added 12.84%
57,773 $2.41 Million
Q2 2023

Jul 31, 2023
BUY
$43.17 - $44.74 $257,250 - $266,605
5,959 Added 13.17%
51,197 $2.22 Million
Q1 2023

May 10, 2023
BUY
$42.99 - $44.88 $1.71 Million - $1.78 Million
39,750 Added 724.31%
45,238 $1.99 Million
Q4 2022

Feb 07, 2023
SELL
$42.32 - $44.58 $28,566 - $30,091
-675 Reduced 10.95%
5,488 $238,000
Q3 2022

Nov 14, 2022
SELL
$43.33 - $46.98 $74,657 - $80,946
-1,723 Reduced 21.85%
6,163 $269,000
Q2 2022

Aug 12, 2022
SELL
$44.98 - $47.77 $2.41 Million - $2.56 Million
-53,491 Reduced 87.15%
7,886 $362,000
Q1 2022

May 16, 2022
BUY
$47.58 - $50.17 $268,018 - $282,607
5,633 Added 10.11%
61,377 $2.94 Million
Q4 2021

Feb 14, 2022
BUY
$50.18 - $50.92 $2.6 Million - $2.63 Million
51,734 Added 1290.12%
55,744 $2.8 Million
Q3 2021

Nov 15, 2021
BUY
$50.64 - $51.2 $203,066 - $205,312
4,010 New
4,010 $203,000

Others Institutions Holding MTGP

# of Institutions
27
Shares Held
964K
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 Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email