Wealth Enhancement Advisory Services, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 46,870 shares of MORT stock, worth $491,666. This represents 0.0% of its overall portfolio holdings.

Number of Shares

46,870

Previous 46,867 0.01%

Holding current value

$491,666

Previous $516,000 4.84%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$9.19 - $10.76 $27 - $32	3 Added 0.01%	46,870 $491,000
Q1 2025 Apr 16, 2025	BUY	$10.35 - $11.79 $155,570 - $177,215	15,031 Added 47.21%	46,867 $516,000
Q4 2024 Mar 17, 2025	SELL	$10.44 - $11.67 $29,179 - $32,617	-2,795 Reduced 8.07%	31,836 $338,000
Q3 2024 Oct 23, 2024	BUY	$10.79 - $12.29 $75,767 - $86,300	7,022 Added 25.43%	34,631 $417,000
Q2 2024 Jul 16, 2024	BUY	$10.38 - $11.53 $19,504 - $21,664	1,879 Added 7.3%	27,609 $308,000
Q1 2024 Apr 15, 2024	BUY	$10.64 - $11.87 $41,230 - $45,996	3,875 Added 17.73%	25,730 $300,000
Q4 2023 Jan 30, 2024	BUY	$9.43 - $12.52 $27,375 - $36,345	2,903 Added 15.32%	21,855 $258,000
Q3 2023 Nov 13, 2023	BUY	$11.19 - $12.46 $212,072 - $236,141	18,952 New	18,952 $215,000

Others Institutions Holding MORT

# of Institutions

Shares Held

6.5M

Call Options Held

11.6K

Put Options Held

58.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Vaneck ETF Tr Mtg Reit Income Transaction History