Wealth Plan Partners, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 09, 2021	SELL	N/A	-10,918 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	N/A	-1,678 Reduced 13.32%	10,918 $162,000
Q2 2020 Aug 19, 2020	BUY	N/A	12,596 New	12,596 $178,000

Others Institutions Holding MORT

# of Institutions

87

Shares Held

3.81M

Call Options Held

6K

Put Options Held

27.5K

Bank Of America Corp Charlotte, NC

732K
Shares

$8.03 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

625K
Shares

$6.85 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

380K
Shares

$4.16 Million
0.02% of portfolio
Morgan Stanley New York, NY

369K
Shares

$4.05 Million
0.0% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

164K
Shares

$1.8 Million
0.18% of portfolio

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
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