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 202 shares of AVUV stock, worth $19,315. This represents 0.01% of its overall portfolio holdings.
Number of Shares
202
Previous 202
-0.0%
Holding current value
$19,315
Previous $18,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
79.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$507 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$341 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$260 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$260 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$246 Million0.02% of portfolio