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 9,833 shares of AVEM stock, worth $595,879. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,833
Previous 12,468 21.13%
Holding current value
$595,879
Previous $805,000 28.2%
% of portfolio
0.25%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$58.59 - $66.14 $154,384 - $174,278
-2,635 Reduced 21.13%
9,833 $578,000
Q3 2024

Oct 30, 2024
BUY
$57.2 - $65.59 $2,402 - $2,754
42 Added 0.34%
12,468 $805,000
Q2 2024

Jul 29, 2024
SELL
$56.42 - $62.42 $17,885 - $19,787
-317 Reduced 2.49%
12,426 $759,000
Q1 2024

Apr 18, 2024
BUY
$53.02 - $58.54 $3,499 - $3,863
66 Added 0.52%
12,743 $738,000
Q4 2023

Jan 29, 2024
BUY
$51.0 - $56.39 $14,382 - $15,901
282 Added 2.28%
12,677 $714,000
Q3 2023

Oct 24, 2023
BUY
$52.44 - $57.3 $10,540 - $11,517
201 Added 1.65%
12,395 $654,000
Q2 2023

Aug 09, 2023
BUY
$51.46 - $55.92 $13,276 - $14,427
258 Added 2.16%
12,194 $656,000
Q1 2023

May 10, 2023
BUY
$50.27 - $56.2 $41,472 - $46,365
825 Added 7.43%
11,936 $631,000
Q4 2022

Jan 19, 2023
BUY
$44.87 - $52.64 $319,653 - $375,007
7,124 Added 178.68%
11,111 $0
Q3 2022

Oct 25, 2022
BUY
$45.9 - $53.37 $35,480 - $41,255
773 Added 24.05%
3,987 $183,000
Q2 2022

Jul 25, 2022
BUY
$51.44 - $61.32 $119,289 - $142,201
2,319 Added 259.11%
3,214 $167,000
Q1 2022

Apr 29, 2022
BUY
$54.87 - $65.28 $32,757 - $38,972
597 Added 200.34%
895 $53,000
Q4 2021

Feb 15, 2022
BUY
$60.96 - $66.61 $18,166 - $19,849
298 New
298 $19,000

Others Institutions Holding AVEM

# of Institutions
537
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email