Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
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 21,444 shares of AVDE stock, worth $1.45 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
21,444
Previous 25,943
17.34%
Holding current value
$1.45 Million
Previous $1.74 Million
24.28%
% of portfolio
0.57%
Previous 0.76%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio