Money Concepts Capital Corp Trust For Professional Mgr Cro Transaction History
Money Concepts Capital Corp
- $1.25 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPC
# of Institutions
12Shares Held
1.81MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.66MShares$36 Million7.04% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$646,3120.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA24.4KShares$528,0050.0% of portfolio
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Ellsworth Advisors, LLC23.4KShares$506,9300.13% of portfolio
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Bank Of America Corp Charlotte, NC22.1KShares$479,4440.0% of portfolio