Summit Financial, LLC Wisdomtree Tree Mortgage Plus Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Summit Financial, LLC holds 5,441 shares of MTGP stock, worth $242,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,441Holding current value
$242,831% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.23MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL182KShares$8.12 Million2.95% of portfolio
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Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
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Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
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Insight Advisors, LLC Newtown, PA96.3KShares$4.3 Million1.04% of portfolio