Smartleaf Asset Management LLC Wisdomtree Tree Mortgage Plus Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
A detailed history of Smartleaf Asset Management LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 13,534 shares of MTGP stock, worth $588,999. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,534
Previous 120,973
88.81%
Holding current value
$588,999
Previous $5.22 Billion
88.65%
% of portfolio
0.06%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.12 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.75 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.89 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.91 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.87 Million2.94% of portfolio