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 $435,982. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,296
Previous 9,262
0.37%
Holding current value
$435,982
Previous $427,000
1.64%
% of portfolio
0.19%
Previous 0.19%
Shares
14 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
10.9MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.5 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.5 Million7.31% of portfolio
-
Simplicity Wealth,Llc1.3MShares$60.9 Million2.71% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio