Morton Capital Management Llc/Ca TCW ETF TRUST Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024
Number of Shares
1,239,732
Previous 1,214,664 2.06%
Holding current value
$48 Billion
Previous $48.4 Billion 0.83%
% of portfolio
9.04%
Previous 9.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
25,068 Added 2.06%
1,239,732 $48 Billion
Q3 2024

Oct 08, 2024
BUY
N/A
148,688 Added 13.95%
1,214,664 $48.4 Billion
Q2 2024

Jul 12, 2024
BUY
N/A
1,065,976 New
1,065,976 $40.7 Billion
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