Morton Capital Management Llc/Ca Wisdomtree Tr Intl Efficient C Transaction History
Morton Capital Management Llc/Ca
- $609 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding NTSI
# of Institutions
32Shares Held
9.54MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC3.12MShares$136 Million6.68% of portfolio
-
Sym Financial Corp2.43MShares$106 Million11.21% of portfolio
-
Cwm, LLC890KShares$38.9 Million0.11% of portfolio
-
Stenger Family Office, LLC Naperville, IL860KShares$37.6 Million8.89% of portfolio
-
Wj Interests, LLC Sugar Land, TX662KShares$28.9 Million16.02% of portfolio