Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Morris Retirement Advisors, LLC
- $180 Million
- Q3 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 232,476 shares of DJD stock, worth $11.9 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
232,476
Previous 240,698
3.42%
Holding current value
$11.9 Million
Previous $11.4 Million
7.29%
% of portfolio
6.8%
Previous 6.59%
Shares
10 transactions
Others Institutions Holding DJD
# of Institutions
64Shares Held
2.39MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6586KShares$30 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$26.7 Million0.01% of portfolio
-
Barry Investment Advisors, LLC306KShares$15.7 Million5.0% of portfolio
-
Bank Of America Corp Charlotte, NC112KShares$5.75 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC61.2KShares$3.13 Million0.0% of portfolio