Truadvice, LLC Wisdomtree Tree Mortgage Plus Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Truadvice, LLC holds 61,902 shares of MTGP stock, worth $2.72 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
61,902
Previous 7,855
688.06%
Holding current value
$2.72 Million
Previous $340,000
658.53%
% of portfolio
1.13%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.19 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.82 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.95 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.95 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.9 Million2.94% of portfolio