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

Morris Financial Concepts, Inc.

$234 Million
Q1 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 9,176 shares of AVEM stock, worth $555,882. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,176

Previous 9,833 6.68%

Holding current value

$555,882

Previous $578,000 4.5%

% of portfolio

0.24%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$57.11 - $62.4 $37,521 - $40,996	-657 Reduced 6.68%	9,176 $552,000
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

562

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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