Morris Retirement Advisors, LLC
CIK
0001841816
City
Parsippany
State / Country
NJ
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $659,735 | 27,884 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $697,996 | 28,145 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $659,785 | 28,208 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $688,537 | 28,773 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $642,763 | 29,190 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $691,120 | 29,764 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $617,172 | 30,538 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $607,985 | 30,925 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $581,923 | 30,676 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $540,223 | 30,418 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $615,733 | 30,183 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $643,096 | 30,164 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $689,891 | 30,179 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $630,539 | 30,083 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $681,683 | 29,703 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $768,768 | 30,077 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $777,936 | 29,749 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $682,487 | 29,829 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $703,624 | 28,258 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $655,394 | 27,901 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $578,600 | 27,500 | Shares | Sole | 2021-02-01 |