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 $43,289. This represents 0.02% of its overall portfolio holdings.
Number of Shares
621
Previous 621
-0.0%
Holding current value
$43,289
Previous $39,000
2.56%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$537 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$116 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio