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 651 shares of AVLV stock, worth $41,631. This represents 0.02% of its overall portfolio holdings.
Number of Shares
651
Previous 681
4.41%
Holding current value
$41,631
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
226Shares Held
39.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$446 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$125 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$110 Million3.07% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$86.7 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$86.1 Million0.09% of portfolio