Morton Capital Management Llc/Ca Trust For Professional Mgr Cro Call Options Transaction History

Morton Capital Management Llc/Ca

$564 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPC

# of Institutions

14

Shares Held

637K

Call Options Held

0

Put Options Held

0

Prepared Retirement Institute LLC Lansdale, PA

252K
Shares

$5.36 Million
3.19% of portfolio
Westmount Partners, LLC Los Angeles, CA

77.4K
Shares

$1.64 Million
0.46% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

75.8K
Shares

$1.61 Million
0.0% of portfolio
Ubs Group Ag

57.7K
Shares

$1.23 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

32.3K
Shares

$685,537
0.02% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
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