Walkner Condon Financial Advisors LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Private Advisor Group, LLC137KShares$6.12 Million0.04% of portfolio
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Smartleaf Asset Management LLC Boston, MA122KShares$5.46 Million0.87% of portfolio
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Invenio Wealth Partners LLC Coral Gables, FL119KShares$5.34 Million2.55% of portfolio
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Atria Investments LLC Charlotte, NC69KShares$3.08 Million0.04% of portfolio