Moran Wealth Management, LLC
Holdings in CBT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,225,516 | 48,665 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $3,966,615 | 52,158 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $4,078,575 | 54,381 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $5,049,424 | 60,734 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $5,681,125 | 62,218 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $6,942,705 | 62,116 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,691,482 | 61,938 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $5,659,881 | 61,387 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $3,327,391 | 39,849 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $2,718,847 | 39,250 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,600,816 | 38,882 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $2,917,608 | 38,069 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $2,120,632 | 31,727 | Shares | Sole | 2023-02-13 |