My Legacy Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
My Legacy Advisors, LLC
- $309 Million
- Q2 2024
A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, My Legacy Advisors, LLC holds 5,691 shares of MTGP stock, worth $249,550. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,691
Previous 14,444
60.6%
Holding current value
$249,550
Previous $633,000
61.3%
% of portfolio
0.08%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding MTGP
# of Institutions
26Shares Held
1.05MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL145KShares$6.34 Million0.24% of portfolio
-
Private Advisor Group, LLC137KShares$6.02 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.34 Million1.29% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL105KShares$4.6 Million2.45% of portfolio
-
Jane Street Group, LLC New York, NY91.6KShares$4.02 Million0.01% of portfolio