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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q2 2026 holdings

Shares (Q2 2026)
1,808
Value
$674.2K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of AEIS by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,808$674.2K0.2%+1,808NewHolders