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 24,668 shares of AVUS stock, worth $2.25 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

24,668

Previous 25,017 1.4%

Holding current value

$2.25 Million

Previous $2.04 Million 8.19%

% of portfolio

1.14%

Previous 1.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$66.69 - $72.69 $178,529 - $194,591	2,677 Added 15.7%	19,728 $0
Q3 2022 Oct 25, 2022	SELL	$63.59 - $74.13 $96,148 - $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

365

Shares Held

60.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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