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

Morris Retirement Advisors, LLC

$211 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$28.95 - $33.76 $2.85 Million - $3.32 Million	98,356 New	98,356 $2.92 Million

Others Institutions Holding PXE

# of Institutions

53

Shares Held

865K

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

144K
Shares

$3.97 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

124K
Shares

$3.45 Million
0.0% of portfolio
Morgan Stanley New York, NY

99.1K
Shares

$2.74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

84.4K
Shares

$2.34 Million
0.0% of portfolio
Mraz, Amerine & Associates, Inc.

44.6K
Shares

$1.23 Million
0.21% of portfolio

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