INVENIO WEALTH PARTNERS LLC MTGP Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree Mortgage Plus Bond Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 163,494.00 shares of WisdomTree Mortgage Plus Bond Fund(MTGP), totaling $7.17 Mil. This investment constitutes 3.01% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 11.68% of the outstanding WisdomTree Mortgage Plus Bond Fund(MTGP) stock.
The initial trade took place in 2023Q3. And since then INVENIO WEALTH PARTNERS LLC has made 7 purchases of MTGP, at an average price of $43.08, for a total of 163,494.00 shares. Based on historical transaction data and MTGP's current price of $43.92, INVENIO WEALTH PARTNERS LLC's estimated gain on his MTGP holdings is $137,803.07, reflecting a 1.96% gain to date.
INVENIO WEALTH PARTNERS LLC MTGP ($43.92) Holding Chart
INVENIO WEALTH PARTNERS LLC MTGP ($43.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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