Morris Retirement Advisors, LLC Options Holdings

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $184 Million
  • Prior Value $180 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email