Steward Partners Investment Advisory, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 68,681 shares of MORT stock, worth $728,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares

68,681

Previous 69,446 1.1%

Holding current value

$728,705

Previous $775,000 6.45%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$9.19 - $10.76 $7,030 - $8,231	-765 Reduced 1.1%	68,681 $725,000
Q1 2025 May 13, 2025	BUY	$10.35 - $11.79 $9,139 - $10,410	883 Added 1.29%	69,446 $775,000
Q4 2024 Feb 06, 2025	BUY	$10.44 - $11.67 $178,450 - $199,475	17,093 Added 33.21%	68,563 $728,000
Q3 2024 Nov 14, 2024	BUY	$10.79 - $12.29 $555,361 - $632,566	51,470 New	51,470 $621,000
Q1 2022 May 02, 2022	SELL	$16.04 - $18.42 $821,039 - $942,864	-51,187 Reduced 98.48%	790 $13,000
Q4 2021 Feb 08, 2022	BUY	$17.39 - $19.73 $903,880 - $1.03 Million	51,977 New	51,977 $934,000

Others Institutions Holding MORT

# of Institutions

Shares Held

6.45M

Call Options Held

11.6K

Put Options Held

58.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Vaneck ETF Tr Mtg Reit Income Transaction History