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

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 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 24,330 shares of AVUS stock, worth $2.42 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
24,330
Previous 24,282 0.2%
Holding current value
$2.42 Million
Previous $2.19 Million 5.71%
% of portfolio
1.01%
Previous 1.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
399
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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