Morton Capital Management Llc/Ca Invesco Exchange Traded Fd Tr Transaction History
Morton Capital Management Llc/Ca
- $609 Billion
- Q3 2025
A detailed history of Morton Capital Management Llc/Ca transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 252,653 shares of PID stock, worth $4.51 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
252,653
Previous 256,253
1.4%
Holding current value
$4.51 Million
Previous $5.25 Billion
2.29%
% of portfolio
0.88%
Previous 0.93%
Shares
12 transactions
Others Institutions Holding PID
# of Institutions
174Shares Held
20.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.14MShares$56 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.61MShares$28.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$23.4 Million0.01% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$18.4 Million0.43% of portfolio
-
Kaye Capital Management El Segundo, CA1.01MShares$18 Million7.89% of portfolio