Vestmark Advisory Solutions, Inc. Wisdomtree Tree Mortgage Plus Transaction History
Vestmark Advisory Solutions, Inc.
- $6.16 Billion
- Q2 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 19,448 shares of MTGP stock, worth $856,489. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,448
Previous 7,496
159.45%
Holding current value
$856,489
Previous $328,000
163.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.18MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL170KShares$7.47 Million0.22% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.35 Million2.95% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.26 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA95.9KShares$4.22 Million1.1% of portfolio
-
Defined Financial Planning LLC San Rafael, CA69.3KShares$3.05 Million2.68% of portfolio