Raymond James Financial Inc Wisdomtree Tree Mortgage Plus Transaction History
Raymond James Financial Inc
- $280 Billion
- Q2 2025
A detailed history of Raymond James Financial Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Raymond James Financial Inc holds 23,000 shares of MTGP stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23,000
Previous 21,097
9.02%
Holding current value
$1.03 Million
Previous $924,000
10.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.2MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL170KShares$7.63 Million0.22% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.51 Million2.95% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.37 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA95.9KShares$4.31 Million1.1% of portfolio
-
Defined Financial Planning LLC San Rafael, CA85KShares$3.82 Million3.15% of portfolio