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

Morling Financial Advisors, LLC

$270 Million
Q4 2024

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 55,022 shares of AVUS stock, worth $5.41 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

55,022

Previous 54,081 1.74%

Holding current value

$5.41 Million

Previous $5.15 Million 3.65%

% of portfolio

1.97%

Previous 2.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

456

Shares Held

88M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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