Morton Capital Management Llc/Ca Invesco Exchange Traded Fd Tr Transaction History
Morton Capital Management Llc/Ca
- $564 Billion
- Q2 2025
A detailed history of Morton Capital Management Llc/Ca transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 256,253 shares of PID stock, worth $4.57 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
256,253
Previous 262,123
2.24%
Holding current value
$4.57 Million
Previous $5 Billion
5.09%
% of portfolio
0.93%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding PID
# of Institutions
173Shares Held
20.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$55.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.6MShares$28.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$21.8 Million0.01% of portfolio
-
Kaye Capital Management El Segundo, CA1.01MShares$18 Million7.89% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS1.01MShares$18 Million0.48% of portfolio