Prevail Innovative Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Prevail Innovative Wealth Advisors, LLC
- $375 Billion
- Q1 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 159,900 shares of MORT stock, worth $1.64 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
159,900
Previous 142,737
12.02%
Holding current value
$1.64 Million
Previous $1.52 Billion
17.83%
% of portfolio
0.48%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding MORT
# of Institutions
84Shares Held
5.33MCall Options Held
4.5KPut Options Held
13.9K-
Lpl Financial LLC Fort Mill, SC898KShares$9.2 Million0.0% of portfolio
-
Gradient Investments LLC644KShares$6.6 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC562KShares$5.76 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.415KShares$4.25 Million0.02% of portfolio
-
Drive Wealth Management, LLC Lehi, UT296KShares$3.03 Million0.81% of portfolio