Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 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 9,296 shares of AVSF stock, worth $434,959. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,296

Previous 9,262 0.37%

Holding current value

$434,959

Previous $427,000 1.64%

% of portfolio

0.19%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$45.96 - $46.74 $1,562 - $1,589	34 Added 0.37%	9,296 $434,000
Q4 2024 Jan 29, 2025	BUY	$46.02 - $47.0 $38,610 - $39,433	839 Added 9.96%	9,262 $427,000
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

Shares Held

8.53M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSF
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Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History