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 $1.44 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

21,444

Previous 25,943 17.34%

Holding current value

$1.44 Million

Previous $1.74 Million 24.28%

% of portfolio

0.57%

Previous 0.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	$60.9 - $66.69 $273,989 - $300,038	-4,499 Reduced 17.34%	21,444 $1.32 Million
Q3 2024 Oct 30, 2024	BUY	$60.09 - $67.67 $4,687 - $5,278	78 Added 0.3%	25,943 $1.74 Million
Q2 2024 Jul 29, 2024	SELL	$61.17 - $65.29 $28,138 - $30,033	-460 Reduced 1.75%	25,865 $1.61 Million
Q1 2024 Apr 18, 2024	SELL	$58.3 - $63.83 $22,853 - $25,021	-392 Reduced 1.47%	26,325 $1.68 Million
Q4 2023 Jan 29, 2024	BUY	$52.98 - $60.62 $25,271 - $28,915	477 Added 1.82%	26,717 $1.61 Million
Q3 2023 Oct 24, 2023	BUY	$55.54 - $59.61 $50,596 - $54,304	911 Added 3.6%	26,240 $1.46 Million
Q2 2023 Aug 09, 2023	BUY	$55.68 - $59.23 $46,103 - $49,042	828 Added 3.38%	25,329 $1.45 Million
Q1 2023 May 10, 2023	BUY	$53.37 - $58.39 $70,128 - $76,724	1,314 Added 5.67%	24,501 $1.4 Million
Q4 2022 Jan 19, 2023	BUY	$45.5 - $54.96 $32,350 - $39,076	711 Added 3.16%	23,187 $0
Q3 2022 Oct 25, 2022	BUY	$45.36 - $54.56 $418,536 - $503,425	9,227 Added 69.64%	22,476 $1.03 Million
Q2 2022 Jul 25, 2022	BUY	$50.6 - $61.08 $227,497 - $274,615	4,496 Added 51.37%	13,249 $675,000
Q1 2022 Apr 29, 2022	BUY	$55.3 - $64.55 $130,065 - $151,821	2,352 Added 36.74%	8,753 $528,000
Q4 2021 Feb 15, 2022	BUY	$60.93 - $65.74 $390,012 - $420,801	6,401 New	6,401 $406,000

Others Institutions Holding AVDE

# of Institutions

429

Shares Held

81.2M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History