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 25,943 shares of AVDE stock, worth $1.59 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
25,943
Previous 25,865 0.3%
Holding current value
$1.59 Million
Previous $1.61 Million 7.95%
% of portfolio
0.76%
Previous 0.78%

Shares

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

Oct 30, 2024

BUY
$60.09 - $67.67 $4,687 - $5,278
78 Added 0.3%
25,943 $1.74 Million
Q2 2024

Jul 29, 2024

SELL
$61.17 - $65.29 $28,138 - $30,033
-460 Reduced 1.75%
25,865 $1.61 Million
Q1 2024

Apr 18, 2024

SELL
$58.3 - $63.83 $22,853 - $25,021
-392 Reduced 1.47%
26,325 $1.68 Million
Q4 2023

Jan 29, 2024

BUY
$52.98 - $60.62 $25,271 - $28,915
477 Added 1.82%
26,717 $1.61 Million
Q3 2023

Oct 24, 2023

BUY
$55.54 - $59.61 $50,596 - $54,304
911 Added 3.6%
26,240 $1.46 Million
Q2 2023

Aug 09, 2023

BUY
$55.68 - $59.23 $46,103 - $49,042
828 Added 3.38%
25,329 $1.45 Million
Q1 2023

May 10, 2023

BUY
$53.37 - $58.39 $70,128 - $76,724
1,314 Added 5.67%
24,501 $1.4 Million
Q4 2022

Jan 19, 2023

BUY
$45.5 - $54.96 $32,350 - $39,076
711 Added 3.16%
23,187 $0
Q3 2022

Oct 25, 2022

BUY
$45.36 - $54.56 $418,536 - $503,425
9,227 Added 69.64%
22,476 $1.03 Million
Q2 2022

Jul 25, 2022

BUY
$50.6 - $61.08 $227,497 - $274,615
4,496 Added 51.37%
13,249 $675,000
Q1 2022

Apr 29, 2022

BUY
$55.3 - $64.55 $130,065 - $151,821
2,352 Added 36.74%
8,753 $528,000
Q4 2021

Feb 15, 2022

BUY
$60.93 - $65.74 $390,012 - $420,801
6,401 New
6,401 $406,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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