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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.84 - $42.06 $31,553 - $33,311
792 Added 33.96%
3,124 $0
Q3 2022

Oct 25, 2022

BUY
$40.97 - $44.11 $22,533 - $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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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