Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $247 Million
- Q2 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 261 shares of AVUV stock, worth $26,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
261
Previous 261
-0.0%
Holding current value
$26,066
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio