Rmr Wealth Builders Wisdomtree Tree Mortgage Plus Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$50.76 - $51.08 $13,502 - $13,587	-266 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$50.78 - $51.57 $13,507 - $13,717	266 New	266 $14,000

Others Institutions Holding MTGP

# of Institutions

40

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Invenio Wealth Partners LLC Coral Gables, FL

163K
Shares

$7.19 Million
3.01% of portfolio
Iht Wealth Management, LLC Chicago, IL

155K
Shares

$6.82 Million
0.22% of portfolio
Atria Investments LLC Charlotte, NC

112K
Shares

$4.95 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

89.7K
Shares

$3.95 Million
1.09% of portfolio
Defined Financial Planning LLC San Rafael, CA

65.9K
Shares

$2.9 Million
2.94% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
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