Morton Capital Management Llc/Ca GLOBAL X FDS Transaction History

Morton Capital Management Llc/Ca

21,202

Previous 21,256 0.25%

$622 Million

Previous $556 Million 11.74%

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	N/A	-54 Reduced 0.25%	21,202 $622 Million
Q1 2025 Apr 17, 2025	BUY	N/A	118 Added 0.56%	21,256 $556 Million
Q4 2024 Jan 14, 2025	SELL	N/A	-1,248 Reduced 5.57%	21,138 $551 Million
Q3 2024 Oct 08, 2024	SELL	N/A	-1,318 Reduced 5.56%	22,386 $622 Million
Q2 2024 Jul 12, 2024	SELL	N/A	-4,504 Reduced 15.97%	23,704 $641 Million
Q1 2024 Apr 12, 2024	BUY	N/A	78 Added 0.28%	28,208 $738 Million
Q4 2023 Jan 18, 2024	SELL	N/A	-17,705 Reduced 38.63%	28,130 $715 Million
Q3 2023 Dec 05, 2023	SELL	N/A	-172,934 Reduced 79.05%	45,835 $1.09 Billion
Q2 2023 Dec 05, 2023	BUY	N/A	218,769 New	218,769 $5.46 Billion

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.