Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding AVSE
# of Institutions
49Shares Held
1.03MCall Options Held
0Put Options Held
0-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$12.5 Million0.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$7.91 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA104KShares$5.78 Million0.55% of portfolio
-
Riverwater Partners LLC70.6KShares$3.94 Million2.15% of portfolio
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Raymond James Financial Inc St. Petersburg, FL67.2KShares$3.74 Million0.0% of portfolio