A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 53,614 shares of MORT stock, worth $594,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53,614
Previous 56,243 4.67%
Holding current value
$594,579
Previous $629,000 2.86%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$10.79 - $12.29 $28,366 - $32,310
-2,629 Reduced 4.67%
53,614 $647,000
Q2 2024

Jul 19, 2024

SELL
$10.38 - $11.53 $36,008 - $39,997
-3,469 Reduced 5.81%
56,243 $629,000
Q1 2024

Apr 22, 2024

BUY
$10.64 - $11.87 $179,358 - $200,092
16,857 Added 39.33%
59,712 $698,000
Q4 2023

Jan 16, 2024

BUY
$9.43 - $12.52 $404,122 - $536,544
42,855 New
42,855 $506,000
Q1 2023

Apr 14, 2023

BUY
$10.33 - $13.95 $136,996 - $185,004
13,262 New
13,262 $149,000
Q3 2022

Oct 25, 2022

SELL
$11.05 - $15.7 $3,712 - $5,275
-336 Reduced 2.4%
13,646 $151,000
Q2 2022

Aug 12, 2022

SELL
$12.46 - $16.83 $1,594 - $2,154
-128 Reduced 0.91%
13,982 $196,000
Q1 2022

May 11, 2022

BUY
$16.04 - $18.42 $22,103 - $25,382
1,378 Added 10.82%
14,110 $241,000
Q4 2021

Feb 08, 2022

BUY
$17.39 - $19.73 $11,773 - $13,357
677 Added 5.62%
12,732 $229,000
Q3 2021

Nov 02, 2021

BUY
$18.33 - $19.67 $220,968 - $237,121
12,055 New
12,055 $229,000
Q1 2021

May 14, 2021

SELL
$16.18 - $19.26 $176,717 - $210,357
-10,922 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
$13.41 - $17.13 $84,630 - $108,107
-6,311 Reduced 36.62%
10,922 $183,000
Q3 2020

Nov 04, 2020

SELL
$12.27 - $14.48 $10,662 - $12,583
-869 Reduced 4.8%
17,233 $240,000
Q2 2020

Jul 17, 2020

SELL
$7.46 - $15.4 $101,202 - $208,916
-13,566 Reduced 42.84%
18,102 $244,000
Q1 2020

Apr 21, 2020

BUY
$8.12 - $25.93 $257,144 - $821,151
31,668 New
31,668 $317,000
Q2 2019

Aug 06, 2019

SELL
N/A
-14,603 Closed
0 $0
Q1 2019

May 06, 2019

BUY
N/A
14,603 New
14,603 $344,000

Others Institutions Holding MORT

About VANECK ETF TR MTG REIT INCOME


  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.