Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Morris Retirement Advisors, LLC
- $173 Million
- Q2 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 240,698 shares of DJD stock, worth $12.6 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
240,698
Previous 237,112
1.51%
Holding current value
$12.6 Million
Previous $11.4 Million
0.01%
% of portfolio
6.59%
Previous 6.81%
Shares
9 transactions
Others Institutions Holding DJD
# of Institutions
65Shares Held
2.48MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6594KShares$31.1 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC568KShares$29.8 Million0.01% of portfolio
-
Barry Investment Advisors, LLC292KShares$15.3 Million4.73% of portfolio
-
Bank Of America Corp Charlotte, NC132KShares$6.91 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC74.4KShares$3.9 Million0.05% of portfolio