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 37 shares of AVSD stock, worth $2,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$2,101
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$52.01 - $57.02 $1,924 - $2,109
37 New
37 $2,000
Q3 2023

Oct 24, 2023

SELL
$48.7 - $53.0 $779 - $848
-16 Reduced 31.37%
35 $1,000
Q2 2023

Aug 09, 2023

BUY
$49.68 - $52.62 $2,533 - $2,683
51 New
51 $2,000

Others Institutions Holding AVSD

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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.