Walkner Condon Financial Advisors LLC Wisdomtree Tree Mortgage Plus Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,275 shares of MTGP stock, worth $235,634. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,275
Previous 5,275
-0.0%
Holding current value
$235,634
Previous $227,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
27Shares Held
964KCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL156KShares$6.95 Million0.26% of portfolio
-
Private Advisor Group, LLC137KShares$6.12 Million0.04% of portfolio
-
Smartleaf Asset Management LLC Boston, MA122KShares$5.46 Million0.87% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL119KShares$5.34 Million2.55% of portfolio
-
Atria Investments LLC Charlotte, NC69KShares$3.08 Million0.04% of portfolio