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 280 shares of AVUV stock, worth $28,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 275 1.82%
Holding current value
$28,008
Previous $24,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$88.24 - $99.7 $441 - $498
5 Added 1.82%
280 $26,000
Q2 2024

Jul 29, 2024

BUY
$86.93 - $93.77 $6,345 - $6,845
73 Added 36.14%
275 $24,000
Q1 2023

May 10, 2023

SELL
$70.61 - $84.06 $70 - $84
-1 Reduced 0.49%
202 $14,000
Q4 2022

Jan 19, 2023

BUY
$68.43 - $80.54 $13,891 - $16,349
203 New
203 $0

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.