Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tree Mortgage Plus Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$41.52 - $43.72 $3,902 - $4,109	-94 Reduced 6.19%	1,424 $59,000
Q2 2023 Jul 19, 2023	SELL	$43.17 - $44.74 $1,510 - $1,565	-35 Reduced 2.25%	1,518 $65,000
Q1 2023 May 10, 2023	BUY	$42.99 - $44.88 $66,763 - $69,698	1,553 New	1,553 $68,000

Others Institutions Holding MTGP

# of Institutions

Shares Held

1.12M

Call Options Held

Put Options Held

Iht Wealth Management, LLC Chicago, IL

145K
Shares

$6.33 Million
0.19% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

137K
Shares

$6 Million
2.68% of portfolio
Private Advisor Group, LLC

127K
Shares

$5.55 Million
0.04% of portfolio
Smartleaf Asset Management LLC Boston, MA

117K
Shares

$5.12 Million
0.64% of portfolio
Atria Investments LLC Charlotte, NC

97.3K
Shares

$4.25 Million
0.06% of portfolio

View Full List

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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