Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 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 $43,637. This represents 0.02% of its overall portfolio holdings.
Number of Shares
621
Previous 621
-0.0%
Holding current value
$43,637
Previous $40,000
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
343Shares Held
64.6MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$541 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$138 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$134 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$132 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$124 Million0.1% of portfolio