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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$22.12 - $22.12 $377,654 - $377,654
17,073 Added 3.5%
505,301 $11.2 Million
Q2 2024

Aug 06, 2024
BUY
$21.84 - $22.31 $10.7 Million - $10.9 Million
488,228 New
488,228 $10.8 Million

Others Institutions Holding IHYF

# of Institutions
19
Shares Held
2.09M
Call Options Held
0
Put Options Held
0
View Full List

About INV ACT MGD EX-TRD FD TR

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