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 4,148 shares of AVIG stock, worth $170,690. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,148
Previous 4,641
10.62%
Holding current value
$170,690
Previous $194,000
11.86%
% of portfolio
0.09%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding AVIG
# of Institutions
89Shares Held
12.6MCall Options Held
0Put Options Held
0-
Hill Investment Group Partners, LLC St. Louis, MO1.51MShares$61.9 Million8.77% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.25MShares$51.3 Million5.05% of portfolio
-
Verus Financial Partners, Inc.1.13MShares$46.4 Million5.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL955KShares$39.3 Million0.06% of portfolio
-
Ae Wealth Management LLC638KShares$26.3 Million0.33% of portfolio