Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 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 8,940 shares of AVEM stock, worth $677,652. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,940
Previous 9,011
0.79%
Holding current value
$677,652
Previous $617,000
8.75%
% of portfolio
0.25%
Previous 0.25%
Shares
16 transactions
Others Institutions Holding AVEM
# of Institutions
665Shares Held
160MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.33 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$675 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$343 Million0.02% of portfolio