Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 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 4,441 shares of AVIG stock, worth $184,345. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,441
Previous 4,449
0.18%
Holding current value
$184,345
Previous $181,000
3.87%
% of portfolio
0.08%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding AVIG
# of Institutions
116Shares Held
18.5MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.11MShares$129 Million1.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.43MShares$59.5 Million0.09% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$53.9 Million7.31% of portfolio
-
Verus Financial Partners, Inc.1.25MShares$51.9 Million5.82% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.19MShares$49.4 Million5.0% of portfolio