Morton Capital Management Llc/Ca First Tr Exchange Traded Iv Transaction History

Morton Capital Management Llc/Ca

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Dec 05, 2023	SELL	$26.24 - $27.37 $219,497 - $228,950	-8,365 Closed	0 $0
Q1 2023 Dec 05, 2023	SELL	$25.42 - $27.64 $3,813 - $4,146	-150 Reduced 1.76%	8,365 $223 Million
Q4 2022 Dec 05, 2023	SELL	$24.59 - $27.92 $20,901 - $23,732	-850 Reduced 9.08%	8,515 $227 Million
Q4 2021 Dec 05, 2023	BUY	$23.74 - $25.45 $222,325 - $238,339	9,365 New	9,365 $234 Million

340

69.3M

200

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

Stay updated on Morton Capital Management Llc/Ca with notifications on news.