Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q1 2025

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 238,169 shares of DJD stock, worth $11.8 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares

238,169

Previous 225,487 5.62%

Holding current value

$11.8 Million

Previous $11.4 Million 8.96%

% of portfolio

6.79%

Previous 6.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$50.21 - $54.3 $636,763 - $688,632	12,682 Added 5.62%	238,169 $12.5 Million
Q4 2024 Jan 13, 2025	SELL	$50.65 - $54.19 $353,992 - $378,733	-6,989 Reduced 3.01%	225,487 $11.4 Million
Q3 2024 Oct 03, 2024	SELL	$47.17 - $52.59 $387,831 - $432,394	-8,222 Reduced 3.42%	232,476 $12.2 Million
Q2 2024 Aug 06, 2024	BUY	$46.0 - $48.72 $164,956 - $174,709	3,586 Added 1.51%	240,698 $11.4 Million
Q1 2024 May 03, 2024	BUY	$45.23 - $48.05 $583,693 - $620,085	12,905 Added 5.76%	237,112 $11.4 Million
Q4 2023 Feb 12, 2024	BUY	$39.87 - $46.1 $4.68 Million - $5.41 Million	117,283 Added 109.69%	224,207 $10.3 Million
Q3 2023 Nov 08, 2023	SELL	$41.15 - $44.08 $47,775 - $51,176	-1,161 Reduced 1.07%	106,924 $4.42 Million
Q2 2023 Jul 17, 2023	SELL	$41.01 - $43.81 $196,150 - $209,543	-4,783 Reduced 4.24%	108,085 $4.61 Million
Q1 2023 Apr 13, 2023	SELL	$41.0 - $45.64 $491,467 - $547,086	-11,987 Reduced 9.6%	112,868 $4.83 Million
Q4 2022 Feb 02, 2023	SELL	$37.89 - $45.68 $2.87 Million - $3.47 Million	-75,861 Reduced 37.8%	124,855 $5.45 Million
Q3 2022 Oct 14, 2022	BUY	$37.49 - $44.76 $4.54 Million - $5.42 Million	121,123 Added 152.18%	200,716 $7.61 Million
Q2 2022 Aug 08, 2022	BUY	$41.62 - $47.6 $3.31 Million - $3.79 Million	79,593 New	79,593 $3.36 Million

Others Institutions Holding DJD

# of Institutions

Shares Held

2.58M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
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Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History