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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$56.46 - $64.26 $1,693 - $1,927
-30 Reduced 4.41%
651 $41,000
Q4 2023

Jan 29, 2024

BUY
$49.96 - $58.08 $599 - $696
12 Added 1.79%
681 $39,000
Q3 2023

Oct 24, 2023

SELL
$52.22 - $56.04 $2,872 - $3,082
-55 Reduced 7.6%
669 $35,000
Q2 2023

Aug 09, 2023

BUY
$49.22 - $53.35 $6,250 - $6,775
127 Added 21.27%
724 $38,000
Q4 2022

Jan 19, 2023

BUY
$49.56 - $53.52 $2,131 - $2,301
43 Added 7.76%
597 $0
Q3 2022

Oct 25, 2022

BUY
$44.84 - $51.78 $24,841 - $28,686
554 New
554 $25,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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