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

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AVDE

# of Institutions

424

Shares Held

81.2M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$406 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$328 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$303 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$225 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$176 Million
17.59% of portfolio

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.