Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $247 Million
- Q2 2025
A detailed history of Morris Financial Concepts, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 20,893 shares of AVDE stock, worth $1.57 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
20,893
Previous 20,870
0.11%
Holding current value
$1.57 Million
Previous $1.38 Million
11.79%
% of portfolio
0.63%
Previous 0.59%
Shares
15 transactions
Others Institutions Holding AVDE
# of Institutions
503Shares Held
83.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$354 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$291 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$191 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$190 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$176 Million5.71% of portfolio