Walkner Condon Financial Advisors LLC Wisdomtree Tree Mortgage Plus Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 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 4,750 shares of MTGP stock, worth $208,335. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,750
Previous 5,275 9.95%
Holding current value
$208,335
Previous $227,000 5.73%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$42.89 - $45.8 $22,517 - $24,045
-525 Reduced 9.95%
4,750 $214,000
Q2 2024

Jul 26, 2024
BUY
$42.16 - $43.53 $13,575 - $14,016
322 Added 6.5%
5,275 $227,000
Q1 2024

Apr 22, 2024
BUY
$42.95 - $44.16 $212,731 - $218,724
4,953 New
4,953 $214,000
Q4 2022

Jan 25, 2023
BUY
$42.32 - $44.58 $228,654 - $240,865
5,403 New
5,403 $0

Others Institutions Holding MTGP

# of Institutions
30
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

MTGP Quotes by TradingView
  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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