Truadvice, LLC MTGP Holdings History

Number of Shares
61,902.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.06%
Total Estimate Gain
$5,921.67
% of Total Estimate Gain
0.21%

Truadvice, LLC's WisdomTree Mortgage Plus Bond Fund Holding Summary

As of 2023-09-30, Truadvice, LLC held 61,902.00 shares of WisdomTree Mortgage Plus Bond Fund(MTGP), totaling $2.57 Mil. This investment constitutes 1.06% of their stock portfolio, and Truadvice, LLC now holds 12.38% of the outstanding WisdomTree Mortgage Plus Bond Fund(MTGP) stock.

The initial trade took place in 2021Q3. And since then Truadvice, LLC has made 5 purchases of MTGP, at an average price of $43.88, for a total of 63,593.00 shares. In addition, there have been 4 sales at an average price of $46.85 for 1,691.00 shares. Based on historical transaction data and MTGP's current price of $43.89, Truadvice, LLC's estimated gain on his MTGP holdings is $5,921.67, reflecting a 0.21% gain to date.

Truadvice, LLC MTGP ($43.89) Holding Chart

Truadvice, LLC MTGP ($43.89) 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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