Morton Brown Family Wealth, LLC ETFs

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8,000 0.0% of portfolio
156
Q4 2023 New
$0
$8,000 0.0% of portfolio
120
Q1 2024 New
$0
$8,000 0.0% of portfolio
45
Q1 2025 New
$0
$7,000 0.0% of portfolio
20
Q4 2024 Reduced 13.04%
$0
$7,000 0.0% of portfolio
163
Q2 2025 Reduced 6.32%
$0
$6,000 0.0% of portfolio
84
Q3 2024 New
$0
$5,000 0.0% of portfolio
51
Q3 2024 New
$0
$2,000 0.0% of portfolio
28
Q4 2023 New
$0
$2,000 0.0% of portfolio
113
Q3 2024 New
$0
$2,000 0.0% of portfolio
19
Q2 2024 Reduced 17.39%
$0
$2,000 0.0% of portfolio
36
Q3 2024 New
$0
$2,000 0.0% of portfolio
65
Q2 2025 New
$0
$1,000 0.0% of portfolio
16
Q2 2025 Reduced 82.8%
$0
$0 0.0% of portfolio
2
Q4 2023 New
$0
$0 0.0% of portfolio
1
Q1 2025 New
$0
$0 0.0% of portfolio
9
Q4 2024 Added 50.0%
$9.76B
$0 0.0% of portfolio
1
Q1 2025 New
$370M
$0 0.0% of portfolio
2
Q2 2025 Added 100.0%
$0
$0 0.0% of portfolio
1
Q1 2025 New
$0
$0 0.0% of portfolio
5
Q4 2023 New
$0
$0 0.0% of portfolio
4
Q4 2024 New
$0
$0 0.0% of portfolio
2
Q2 2025 Reduced 99.21%
$0
$0 0.0% of portfolio
1
Q1 2025 New
$0
$0 0.0% of portfolio
1
Q3 2024 New
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