Vestmark Advisory Solutions, Inc. Wisdomtree Tree Mortgage Plus Transaction History
Vestmark Advisory Solutions, Inc.
- $4.71 Billion
- Q3 2025
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 14,430 shares of MTGP stock, worth $644,010. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,430
Previous 19,448
25.8%
Holding current value
$644,010
Previous $863,000
25.61%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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
-
Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
-
Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
-
Insight Advisors, LLC Newtown, PA96.3KShares$4.3 Million1.04% of portfolio