Morris Financial Concepts, Inc. Purchases and Sells in Q4 2024

Morris Financial Concepts, Inc.

84 operations

Stock	Shares change	Price Range	Shares Held
IVV	76 + 0.12%	$570.51 - $610.59 $43.4K - $46.4K	63.1K $37.1M
SCHX	911K + 199.32%	$22.4 - $68.28 $20.4M - $62.2M	1.37M $31.7M
SHY	7.8K + 8.78%	$81.68 - $82.93 $637K - $647K	96.7K $7.92M
SHV	3.6K + 5.74%	$109.92 - $110.57 $395K - $398K	66.2K $7.29M
BND	4.24K + 516.18%	$71.75 - $75.11 $304K - $319K	5.07K $364K
JPM	2 + 0.02%	$205.18 - $250.29 $410 - $501	10K $2.4M

4 operations

Stock	Shares change	Price Range	Shares Held
TXN	1.33K New	N/A	1.33K $257K
CRM	667 New	$270.87 - $367.87 $181K - $245K	667 $222K
BJ	2.28K New	$83.95 - $99.75 $192K - $228K	2.28K $203K
DASH	1.2K New	$141.93 - $180.48 $171K - $217K	1.2K $201K

41 operations

Stock	Shares change	Price Range	Shares Held
DFAX	-25.1K - 36.9%	$24.76 - $27.04 $622K - $679K	42.9K $1.07M
AVDE	-4.5K - 17.34%	$60.9 - $66.69 $274K - $300K	21.4K $1.32M
IUSB	-7.01K - 25.05%	$45.07 - $47.1 $316K - $330K	21K $948K
SCZ	-1.5K - 4.8%	$60.13 - $67.31 $89.9K - $101K	29.7K $1.8M
REET	-5.47K - 9.84%	$23.43 - $26.54 $128K - $145K	50.2K $1.2M
AVEM	-2.64K - 21.13%	$58.59 - $66.14 $154K - $174K	9.83K $578K

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