Morris Retirement Advisors, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Morris Retirement Advisors, LLC
- $180 Million
- Q3 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 505,301 shares of IHYF stock, worth $11.2 Million. This represents 6.21% of its overall portfolio holdings.
Number of Shares
505,301
Previous 488,228
3.5%
Holding current value
$11.2 Million
Previous $10.8 Million
3.4%
% of portfolio
6.21%
Previous 6.26%
Shares
2 transactions
Others Institutions Holding IHYF
# of Institutions
14Shares Held
2.04MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.18MShares$26.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC112KShares$2.47 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA66.3KShares$1.47 Million0.1% of portfolio
-
Avestar Capital, LLC56.8KShares$1.26 Million0.13% of portfolio
-
Sequent Planning LLC Omaha, NE56.5KShares$1.25 Million0.43% of portfolio