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 5,254 shares of AVIG stock, worth $217,252. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,254

Previous 5,084 3.34%

Holding current value

$217,252

Previous $206,000 5.34%

% of portfolio

0.09%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$40.06 - $41.55 $6,810 - $7,063	170 Added 3.34%	5,254 $217,000
Q4 2024 Jan 29, 2025	BUY	$40.48 - $42.48 $26,028 - $27,314	643 Added 14.48%	5,084 $206,000
Q3 2024 Oct 30, 2024	SELL	$40.41 - $42.73 $323 - $341	-8 Reduced 0.18%	4,441 $188,000
Q2 2024 Jul 29, 2024	BUY	$39.99 - $41.15 $12,036 - $12,386	301 Added 7.26%	4,449 $181,000
Q1 2024 Apr 18, 2024	SELL	$40.74 - $41.82 $20,084 - $20,617	-493 Reduced 10.62%	4,148 $171,000
Q4 2023 Jan 29, 2024	BUY	$38.59 - $42.0 $23,925 - $26,040	620 Added 15.42%	4,641 $194,000
Q3 2023 Oct 24, 2023	BUY	$39.54 - $41.49 $15,697 - $16,471	397 Added 10.95%	4,021 $159,000
Q2 2023 Aug 09, 2023	BUY	$41.06 - $42.45 $22,500 - $23,262	548 Added 17.82%	3,624 $149,000
Q1 2023 May 10, 2023	SELL	$40.6 - $42.59 $1,948 - $2,044	-48 Reduced 1.54%	3,076 $129,000
Q4 2022 Jan 19, 2023	BUY	$39.43 - $42.06 $31,228 - $33,311	792 Added 33.96%	3,124 $0
Q3 2022 Oct 25, 2022	BUY	$40.16 - $44.11 $22,087 - $24,260	550 Added 30.86%	2,332 $94,000
Q2 2022 Jul 25, 2022	BUY	$41.75 - $45.27 $4,843 - $5,251	116 Added 6.96%	1,782 $76,000
Q1 2022 Apr 29, 2022	BUY	$44.92 - $48.46 $33,779 - $36,441	752 Added 82.28%	1,666 $76,000
Q4 2021 Feb 15, 2022	BUY	$48.42 - $49.33 $44,255 - $45,087	914 New	914 $45,000

Others Institutions Holding AVIG

# of Institutions

127

Shares Held

20.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
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Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History