Morton Capital Management Llc/Ca TCW ETF TRUST Transaction History

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025
Number of Shares
1,471,823
Previous 1,373,849 7.13%
Holding current value
$58.6 Billion
Previous $54.2 Billion 8.08%
% of portfolio
9.61%
Previous 9.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
97,974 Added 7.13%
1,471,823 $58.6 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
70,280 Added 5.39%
1,373,849 $54.2 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
63,837 Added 5.15%
1,303,569 $51.1 Billion
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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