Morris Retirement Advisors, LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History
Morris Retirement Advisors, LLC
- $180 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding TMFC
# of Institutions
98Shares Held
3.48MCall Options Held
0Put Options Held
0-
Amplius Wealth Advisors, LLC741KShares$42.2 Million5.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$29.7 Million0.01% of portfolio
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Portfolio Strategies, Inc.426KShares$24.2 Million3.13% of portfolio
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Elevation Capital Advisory, LLC Bend, OR180KShares$10.2 Million4.42% of portfolio
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Raymond James & Associates St Petersburg, FL176KShares$10 Million0.01% of portfolio