Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
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 9,817 shares of AVSF stock, worth $461,988. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,817
Previous 8,972
9.42%
Holding current value
$461,988
Previous $421,000
9.98%
% of portfolio
0.17%
Previous 0.17%
Shares
16 transactions
Others Institutions Holding AVSF
# of Institutions
68Shares Held
11.5MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Savant Capital, LLC2.66MShares$125 Million0.7% of portfolio
-
Verus Financial Partners, Inc.1.55MShares$72.9 Million7.11% of portfolio
-
Simplicity Wealth,Llc635KShares$29.9 Million1.89% of portfolio
-
Envestnet Asset Management Inc454KShares$21.4 Million0.01% of portfolio