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

Morris Financial Concepts, Inc.

$230 Million
Q4 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 24,886 shares of AVUS stock, worth $2.18 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

24,886

Previous 24,330 2.29%

Holding current value

$2.18 Million

Previous $2.31 Million 4.24%

% of portfolio

1.05%

Previous 1.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$94.36 - $102.06 $52,464 - $56,745	556 Added 2.29%	24,886 $2.41 Million
Q3 2024 Oct 30, 2024	BUY	$86.27 - $95.15 $4,140 - $4,567	48 Added 0.2%	24,330 $2.31 Million
Q2 2024 Jul 29, 2024	SELL	$84.59 - $90.63 $32,651 - $34,983	-386 Reduced 1.56%	24,282 $2.19 Million
Q1 2024 Apr 18, 2024	SELL	$79.93 - $89.5 $27,895 - $31,235	-349 Reduced 1.4%	24,668 $2.21 Million
Q4 2023 Jan 29, 2024	BUY	$69.78 - $82.0 $32,238 - $37,884	462 Added 1.88%	25,017 $2.04 Million
Q3 2023 Oct 24, 2023	BUY	$72.72 - $78.49 $55,630 - $60,044	765 Added 3.22%	24,555 $1.8 Million
Q2 2023 Aug 09, 2023	BUY	$68.92 - $75.19 $98,142 - $107,070	1,424 Added 6.37%	23,790 $1.79 Million
Q1 2023 May 10, 2023	BUY	$67.42 - $74.29 $177,853 - $195,977	2,638 Added 13.37%	22,366 $1.59 Million
Q4 2022 Jan 19, 2023	BUY	$63.25 - $72.69 $169,320 - $194,591	2,677 Added 15.7%	19,728 $0
Q3 2022 Oct 25, 2022	SELL	$62.35 - $74.13 $94,273 - $112,084	-1,512 Reduced 8.15%	17,051 $1.06 Million
Q2 2022 Jul 25, 2022	BUY	$63.84 - $77.62 $815,811 - $991,905	12,779 Added 220.94%	18,563 $1.21 Million
Q1 2022 Apr 29, 2022	BUY	$71.89 - $81.03 $290,795 - $327,766	4,045 Added 232.6%	5,784 $446,000
Q4 2021 Feb 15, 2022	BUY	$73.89 - $80.63 $128,494 - $140,215	1,739 New	1,739 $139,000

Others Institutions Holding AVUS

# of Institutions

464

Shares Held

88M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

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