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 621 shares of AVLV stock, worth $41,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares
621
Previous 621 -0.0%
Holding current value
$41,892
Previous $39,000 2.56%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
284
Shares Held
57.4M
Call Options Held
100
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email