Morris Retirement Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Morris Retirement Advisors, LLC

$211 Million
Q2 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 120,418 shares of QQQE stock, worth $11.9 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

120,418

Previous 99,327 21.23%

Holding current value

$11.9 Million

Previous $8.66 Million 36.7%

% of portfolio

5.62%

Previous 4.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$76.98 - $98.31 $1.62 Million - $2.07 Million	21,091 Added 21.23%	120,418 $11.8 Million
Q1 2025 Apr 10, 2025	BUY	$86.24 - $97.98 $599,540 - $681,156	6,952 Added 7.53%	99,327 $8.66 Million
Q4 2024 Jan 13, 2025	BUY	$89.01 - $96.24 $298,895 - $323,173	3,358 Added 3.77%	92,375 $8.29 Million
Q3 2024 Oct 03, 2024	SELL	$82.41 - $92.06 $1.37 Million - $1.53 Million	-16,602 Reduced 15.72%	89,017 $8.03 Million
Q2 2024 Aug 06, 2024	BUY	$82.8 - $89.44 $3.57 Million - $3.85 Million	43,058 Added 68.83%	105,619 $9.37 Million
Q1 2024 May 03, 2024	BUY	$82.13 - $89.46 $344,124 - $374,837	4,190 Added 7.18%	62,561 $5.58 Million
Q4 2023 Feb 12, 2024	BUY	$70.45 - $85.0 $51,146 - $61,710	726 Added 1.26%	58,371 $4.94 Million
Q3 2023 Nov 08, 2023	BUY	$73.68 - $80.76 $429,701 - $470,992	5,832 Added 11.26%	57,645 $4.31 Million
Q2 2023 Jul 17, 2023	BUY	$69.17 - $77.41 $3.58 Million - $4.01 Million	51,813 New	51,813 $3.99 Million

Others Institutions Holding QQQE

# of Institutions

233

Shares Held

7.48M

Call Options Held

66.8K

Put Options Held

10.8K

View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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Morris Retirement Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History