Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 54,078 shares of AVUS stock, worth $5.19 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
54,078
Previous 55,022 1.72%
Holding current value
$5.19 Million
Previous $5.33 Million 6.34%
% of portfolio
1.83%
Previous 1.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$90.7 - $101.57 $85,620 - $95,882
-944 Reduced 1.72%
54,078 $5 Million
Q4 2024

Feb 07, 2025
BUY
$94.36 - $102.06 $88,792 - $96,038
941 Added 1.74%
55,022 $5.33 Million
Q3 2024

Oct 18, 2024
SELL
$86.27 - $95.15 $13,026 - $14,367
-151 Reduced 0.28%
54,081 $5.15 Million
Q2 2024

Aug 07, 2024
SELL
$84.59 - $90.63 $10,573 - $11,328
-125 Reduced 0.23%
54,232 $4.89 Million
Q1 2024

May 13, 2024
SELL
$79.93 - $89.5 $44,121 - $49,404
-552 Reduced 1.01%
54,357 $4.86 Million
Q4 2023

Feb 02, 2024
BUY
$69.78 - $82.0 $77,804 - $91,430
1,115 Added 2.07%
54,909 $4.48 Million
Q3 2023

Nov 08, 2023
SELL
$72.72 - $78.49 $56,794 - $61,300
-781 Reduced 1.43%
53,794 $3.94 Million
Q2 2023

Jul 28, 2023
BUY
$68.92 - $75.19 $53,413 - $58,272
775 Added 1.44%
54,575 $4.1 Million
Q1 2023

May 02, 2023
SELL
$67.42 - $74.29 $45,710 - $50,368
-678 Reduced 1.24%
53,800 $3.81 Million
Q4 2022

Feb 03, 2023
BUY
$63.25 - $72.69 $3.45 Million - $3.96 Million
54,478 New
54,478 $3.71 Million

Others Institutions Holding AVUS

# of Institutions
478
Shares Held
71.2M
Call Options Held
1.4K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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