Prevail Innovative Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Prevail Innovative Wealth Advisors, LLC

$515 Billion
Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 216,284 shares of MORT stock, worth $2.25 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

216,284

Previous 152,433 41.89%

Holding current value

$2.25 Million

Previous $1.61 Billion 44.71%

% of portfolio

0.45%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$10.43 - $11.34 $665,965 - $724,070	63,851 Added 41.89%	216,284 $2.33 Billion
Q2 2025 Aug 14, 2025	SELL	$9.19 - $10.76 $68,621 - $80,344	-7,467 Reduced 4.67%	152,433 $1.61 Billion
Q1 2025 May 02, 2025	BUY	$10.35 - $11.79 $177,637 - $202,351	17,163 Added 12.02%	159,900 $1.79 Billion
Q4 2024 Feb 12, 2025	BUY	$10.44 - $11.67 $70,563 - $78,877	6,759 Added 4.97%	142,737 $1.52 Billion
Q3 2024 Nov 13, 2024	BUY	$10.79 - $12.29 $1.47 Million - $1.67 Million	135,978 New	135,978 $1.64 Billion

Others Institutions Holding MORT

# of Institutions

Shares Held

6.89M

Call Options Held

Put Options Held

31.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

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Prevail Innovative Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History