Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 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 225,487 shares of DJD stock, worth $11.8 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares
225,487
Previous 232,476 3.01%
Holding current value
$11.8 Million
Previous $12.2 Million 6.47%
% of portfolio
6.21%
Previous 6.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$50.65 - $54.19 $353,992 - $378,733
-6,989 Reduced 3.01%
225,487 $11.4 Million
Q3 2024

Oct 03, 2024
SELL
$47.17 - $52.59 $387,831 - $432,394
-8,222 Reduced 3.42%
232,476 $12.2 Million
Q2 2024

Aug 06, 2024
BUY
$46.0 - $48.72 $164,956 - $174,709
3,586 Added 1.51%
240,698 $11.4 Million
Q1 2024

May 03, 2024
BUY
$45.23 - $48.05 $583,693 - $620,085
12,905 Added 5.76%
237,112 $11.4 Million
Q4 2023

Feb 12, 2024
BUY
$39.87 - $46.1 $4.68 Million - $5.41 Million
117,283 Added 109.69%
224,207 $10.3 Million
Q3 2023

Nov 08, 2023
SELL
$41.15 - $44.08 $47,775 - $51,176
-1,161 Reduced 1.07%
106,924 $4.42 Million
Q2 2023

Jul 17, 2023
SELL
$41.01 - $43.81 $196,150 - $209,543
-4,783 Reduced 4.24%
108,085 $4.61 Million
Q1 2023

Apr 13, 2023
SELL
$41.0 - $45.64 $491,467 - $547,086
-11,987 Reduced 9.6%
112,868 $4.83 Million
Q4 2022

Feb 02, 2023
SELL
$37.89 - $45.68 $2.87 Million - $3.47 Million
-75,861 Reduced 37.8%
124,855 $5.45 Million
Q3 2022

Oct 14, 2022
BUY
$37.49 - $44.76 $4.54 Million - $5.42 Million
121,123 Added 152.18%
200,716 $7.61 Million
Q2 2022

Aug 08, 2022
BUY
$41.62 - $47.6 $3.31 Million - $3.79 Million
79,593 New
79,593 $3.36 Million

Others Institutions Holding DJD

# of Institutions
65
Shares Held
2.38M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

DJD Quotes by TradingView
  • Ticker DJD
  • Sector ETFs
  • Industry ETFs
More about DJD
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