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

Morris Financial Concepts, Inc.

$194 Million
Q1 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 26,325 shares of AVDE stock, worth $1.67 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

26,325

Previous 26,717 1.47%

Holding current value

$1.67 Million

Previous $1.61 Million 3.9%

% of portfolio

0.87%

Previous 0.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$48.94 - $54.96 $34,796 - $39,076	711 Added 3.16%	23,187 $0
Q3 2022 Oct 25, 2022	BUY	$46.44 - $54.56 $428,501 - $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

327

Shares Held

55.2M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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