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Lehman Brothers First Trust IOF shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $130k 17k 7.50
2025-06-30 $118k 16k 7.58
2025-03-31 $117k 15k 7.64
2024-12-31 $110k 15k 7.49
2024-09-30 $109k 13k 8.67

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View all positions for Morris Retirement Advisors

Top funds holding Lehman Brothers First Trust IOF

LPL Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Invesco
Wells Fargo & Company
J.w. Cole Advisors
Uncommon Cents Investing
Ameriprise Financial
Harbour Investments
Bramshill Investments
Melfa Wealth Management
Apollon Wealth Management
Equitable Holdings
Jane Street
Goss Wealth Management

View all funds holding Lehman Brothers First Trust IOF