Morton Capital Management Llc/Ca Wisdomtree Tr Intl Efficient C Transaction History
Morton Capital Management Llc/Ca
- $564 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding NTSI
# of Institutions
26Shares Held
9.28MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC3.15MShares$131 Million6.8% of portfolio
-
Sym Financial Corp2.39MShares$99.3 Million11.05% of portfolio
-
Stenger Family Office, LLC Naperville, IL796KShares$33.1 Million10.3% of portfolio
-
Cwm, LLC777KShares$32.3 Million0.11% of portfolio
-
Wj Interests, LLC Sugar Land, TX728KShares$30.3 Million16.57% of portfolio