Morris Retirement Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Morris Retirement Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	BUY	$137.35 - $154.96 $33,788 - $38,120	246 Added 6.11%	4,270 $617,000
Q4 2022 Feb 02, 2023	BUY	$128.02 - $149.03 $26,884 - $31,296	210 Added 5.51%	4,024 $568,000
Q3 2022 Oct 14, 2022	BUY	$127.28 - $152.39 $53,075 - $63,546	417 Added 12.28%	3,814 $493,000
Q2 2022 Aug 08, 2022	BUY	$130.84 - $158.96 $88,578 - $107,615	677 Added 24.89%	3,397 $456,000
Q1 2022 May 10, 2022	BUY	$148.26 - $164.2 $403,267 - $446,623	2,720 New	2,720 $429,000

1,828

231M

2.45M

9.88M

Get notified when there are updates to the investment portfolio of Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Morris Retirement Advisors, LLC with notifications on news.