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ML & R Wealth Management LLC

SEC CIK
0001903320
Latest filing
May 14, 2024

MITT holding history

TPG Mortgage Investment Trust, Inc. in every 13F filed by ML & R Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MITT overviewAll 13F holders of MITTFull Q1 2024 holdings

Shares (Q1 2024)
10,000
Value
$61.2K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of MITT by ML & R Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202410,000$61.2K<0.1%00.0%UnchangedHolders
Q4 202310,000$63.5K<0.1%00.0%UnchangedHolders
Q3 202310,000$55.5K<0.1%00.0%UnchangedHolders
Q2 202310,000$61.2K<0.1%00.0%UnchangedHolders
Q1 202310,000$57.5K<0.1%00.0%UnchangedHolders
Q4 202210,000$53.1K<0.1%00.0%UnchangedHolders
Q3 202210,000$41.0K<0.1%00.0%UnchangedHolders
Q2 202210,000$68.0K<0.1%00.0%UnchangedHolders
Q1 202210,000$93.0K<0.1%+10,000NewHolders