Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 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 $21,809. This represents 0.01% of its overall portfolio holdings.
Number of Shares
261
Previous 286
8.74%
Holding current value
$21,809
Previous $27,000
18.52%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$668 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$346 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$294 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$289 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$225 Million15.25% of portfolio