AE Wealth Management’s Claros Mortgage Trust CMTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
38,848
+10,971
+39% +$31.3K ﹤0.01% 1458
2025
Q1
$104K Buy
+27,877
New +$104K ﹤0.01% 1435