Walkner Condon Financial Advisors LLC Wisdomtree Tree Mortgage Plus Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

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 4,625 shares of MTGP stock, worth $203,500. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,625
Previous 4,771 3.06%
Holding current value
$203,500
Previous $206,000 1.94%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$42.64 - $44.05 $6,225 - $6,431
-146 Reduced 3.06%
4,625 $202,000
Q4 2024

Jan 29, 2025
BUY
$43.02 - $45.21 $903 - $949
21 Added 0.44%
4,771 $206,000
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
40
Shares Held
1.15M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email