Morris Retirement Advisors, LLC Purchases in Q3 2024

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWV
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.68%
$54.33 - $59.01 $1.36K - $1.48K
3.7K $215K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
114
+ 0.41%
$10.65 - $11.21 $1.21K - $1.28K
27.8K $311K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.7%
$161.9 - $179.3 $1.78K - $1.97K
1.58K $269K
AMGN
Amgen Inc

Healthcare
1
+ 0.11%
$309.38 - $337.38 $309 - $337
922 $297K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.15%
$84.77 - $97.13 $339 - $389
2.74K $262K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
82
+ 0.41%
$9.59 - $10.12 $786 - $830
20.2K $202K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
129
+ 0.89%
$5.1 - $5.68 $658 - $733
14.6K $82K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
39
+ 0.34%
$10.51 - $11.28 $410 - $440
11.6K $130K
USA
Liberty All Star Equity Fund

Financial Services
333
+ 2.61%
$6.43 - $7.14 $2.14K - $2.38K
13.1K $93K
ADI
Analog Devices Inc

Technology
18
+ 1.82%
$200.56 - $243.33 $3.61K - $4.38K
1.01K $232K
CHW
Calamos Global Dynamic Income Fund

Financial Services
192
+ 1.15%
$6.41 - $7.17 $1.23K - $1.38K
16.8K $120K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
339
+ 1.35%
$2.83 - $3.11 $959 - $1.05K
25.5K $79K
Ishares Bitcoin Trust ETF
17.2K
+ 30.33%
N/A
74K $0
GOOG
Alphabet Inc.

Communication Services
713
+ 6.5%
$149.54 - $192.66 $107K - $137K
11.7K $1.95M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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