Morris Retirement Advisors, LLC
Holdings in GDV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $279,754 | 10,074 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $256,622 | 9,459 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $242,153 | 9,310 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $222,623 | 9,226 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $221,431 | 9,169 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $224,255 | 9,172 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $237,364 | 10,452 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $238,946 | 10,398 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $244,358 | 11,292 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $217,786 | 11,203 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $232,134 | 10,986 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $271,018 | 13,036 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $266,672 | 12,939 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $240,252 | 12,834 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $259,735 | 12,701 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $330,249 | 13,403 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $361,260 | 13,380 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $341,717 | 13,250 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $306,301 | 11,642 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $276,522 | 11,541 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $245,287 | 11,430 | Shares | Sole | 2021-02-01 |