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 499 shares of AVLV stock, worth $33,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares

499

Previous 621 19.65%

Holding current value

$33,213

Previous $41,000 21.95%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$63.51 - $70.42 $7,748 - $8,591	-122 Reduced 19.65%	499 $32,000
Q2 2024 Jul 29, 2024	SELL	$60.74 - $64.14 $1,822 - $1,924	-30 Reduced 4.61%	621 $39,000
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	$45.92 - $53.52 $1,974 - $2,301	43 Added 7.76%	597 $0
Q3 2022 Oct 25, 2022	BUY	$44.13 - $51.78 $24,448 - $28,686	554 New	554 $25,000

Others Institutions Holding AVLV

# of Institutions

373

Shares Held

78.8M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History