Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 7,048 shares of AVSF stock, worth $325,406. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,048
Previous 7,441
5.28%
Holding current value
$325,406
Previous $345,000
5.51%
% of portfolio
0.17%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding AVSF
# of Institutions
52Shares Held
3.71MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.2 Million7.21% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$14.9 Million1.47% of portfolio
-
Creative Planning Overland Park, KS304KShares$14 Million0.02% of portfolio
-
Envestnet Asset Management Inc289KShares$13.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC148KShares$6.85 Million1.72% of portfolio