Morris Retirement Advisors, LLC
CIK
0001841816
City
Parsippany
State / Country
NJ
Holdings in NDMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $127,219 | 12,621 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $141,688 | 13,637 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $134,968 | 13,403 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $135,360 | 13,193 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $199,828 | 19,943 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $311,312 | 27,771 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $298,695 | 27,657 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $298,429 | 27,404 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $241,427 | 24,362 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $228,053 | 23,247 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $213,275 | 20,971 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $176,952 | 16,741 | Shares | Sole | 2023-04-13 |