Morris Retirement Advisors, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q1 2025
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 562,381 shares of IHYF stock, worth $12.4 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
562,381
Previous 531,435
5.82%
Holding current value
$12.4 Million
Previous $11.8 Million
5.82%
% of portfolio
6.77%
Previous 6.38%
Shares
4 transactions
Others Institutions Holding IHYF
# of Institutions
14Shares Held
2.27MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.44MShares$31.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC90.9KShares$2.01 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA49.9KShares$1.1 Million0.03% of portfolio
-
Avestar Capital, LLC45.4KShares$1 Million0.09% of portfolio
-
Westside Investment Management, Inc.19.7KShares$435,7640.09% of portfolio