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 8,423 shares of AVSF stock, worth $391,753. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,423
Previous 8,492 0.81%
Holding current value
$391,753
Previous $392,000 1.02%
% of portfolio
0.17%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$45.96 - $47.18 $3,171 - $3,255
-69 Reduced 0.81%
8,423 $396,000
Q2 2024

Jul 29, 2024
BUY
$45.72 - $46.2 $66,019 - $66,712
1,444 Added 20.49%
8,492 $392,000
Q1 2024

Apr 18, 2024
SELL
$46.08 - $46.57 $18,109 - $18,302
-393 Reduced 5.28%
7,048 $326,000
Q4 2023

Jan 29, 2024
BUY
$45.17 - $46.42 $38,530 - $39,596
853 Added 12.95%
7,441 $345,000
Q3 2023

Oct 24, 2023
BUY
$45.42 - $45.98 $21,574 - $21,840
475 Added 7.77%
6,588 $299,000
Q2 2023

Aug 09, 2023
BUY
$45.78 - $46.44 $30,535 - $30,975
667 Added 12.25%
6,113 $280,000
Q1 2023

May 10, 2023
SELL
$45.52 - $46.52 $4,051 - $4,140
-89 Reduced 1.61%
5,446 $252,000
Q4 2022

Jan 19, 2023
BUY
$45.15 - $46.24 $105,289 - $107,831
2,332 Added 72.81%
5,535 $0
Q3 2022

Oct 25, 2022
BUY
$45.47 - $47.3 $32,420 - $33,724
713 Added 28.63%
3,203 $146,000
Q2 2022

Jul 25, 2022
SELL
$46.08 - $47.45 $1,152 - $1,186
-25 Reduced 0.99%
2,490 $117,000
Q1 2022

Apr 29, 2022
BUY
$47.42 - $49.36 $55,149 - $57,405
1,163 Added 86.02%
2,515 $120,000
Q4 2021

Feb 15, 2022
BUY
$49.34 - $49.93 $66,707 - $67,505
1,352 New
1,352 $67,000

Others Institutions Holding AVSF

# of Institutions
58
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSF Quotes by TradingView
  • Ticker AVSF
  • Sector ETFs
  • Industry ETFs
More about AVSF
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