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 691 shares of AVRE stock, worth $28,372. This represents 0.01% of its overall portfolio holdings.

Number of Shares
691
Previous 691 -0.0%
Holding current value
$28,372
Previous $29,000 -0.0%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$35.51 - $43.68 $6,036 - $7,425
-170 Reduced 19.74%
691 $29,000
Q3 2023

Oct 24, 2023

SELL
$37.14 - $42.66 $25,403 - $29,179
-684 Reduced 44.27%
861 $32,000
Q2 2023

Aug 09, 2023

SELL
$39.41 - $41.99 $315 - $335
-8 Reduced 0.52%
1,545 $63,000
Q1 2023

May 10, 2023

SELL
$39.04 - $45.85 $2,186 - $2,567
-56 Reduced 3.48%
1,553 $64,000
Q4 2022

Jan 19, 2023

BUY
$39.35 - $43.22 $36,556 - $40,151
929 Added 136.62%
1,609 $0
Q2 2022

Jul 25, 2022

BUY
$42.75 - $53.95 $29,027 - $36,632
679 Added 67900.0%
680 $30,000
Q4 2021

Feb 15, 2022

BUY
$49.98 - $55.84 $49 - $55
1 New
1 $0

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
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