Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

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 5,084 shares of AVIG stock, worth $206,054. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,084
Previous 4,441 14.48%
Holding current value
$206,054
Previous $188,000 9.57%
% of portfolio
0.09%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$40.48 - $42.48 $26,028 - $27,314
643 Added 14.48%
5,084 $206,000
Q3 2024

Oct 30, 2024
SELL
$40.41 - $42.73 $323 - $341
-8 Reduced 0.18%
4,441 $188,000
Q2 2024

Jul 29, 2024
BUY
$39.99 - $41.15 $12,036 - $12,386
301 Added 7.26%
4,449 $181,000
Q1 2024

Apr 18, 2024
SELL
$40.74 - $41.82 $20,084 - $20,617
-493 Reduced 10.62%
4,148 $171,000
Q4 2023

Jan 29, 2024
BUY
$38.59 - $42.0 $23,925 - $26,040
620 Added 15.42%
4,641 $194,000
Q3 2023

Oct 24, 2023
BUY
$39.54 - $41.49 $15,697 - $16,471
397 Added 10.95%
4,021 $159,000
Q2 2023

Aug 09, 2023
BUY
$41.06 - $42.45 $22,500 - $23,262
548 Added 17.82%
3,624 $149,000
Q1 2023

May 10, 2023
SELL
$40.6 - $42.59 $1,948 - $2,044
-48 Reduced 1.54%
3,076 $129,000
Q4 2022

Jan 19, 2023
BUY
$39.43 - $42.06 $31,228 - $33,311
792 Added 33.96%
3,124 $0
Q3 2022

Oct 25, 2022
BUY
$40.16 - $44.11 $22,087 - $24,260
550 Added 30.86%
2,332 $94,000
Q2 2022

Jul 25, 2022
BUY
$41.75 - $45.27 $4,843 - $5,251
116 Added 6.96%
1,782 $76,000
Q1 2022

Apr 29, 2022
BUY
$44.92 - $48.46 $33,779 - $36,441
752 Added 82.28%
1,666 $76,000
Q4 2021

Feb 15, 2022
BUY
$48.42 - $49.33 $44,255 - $45,087
914 New
914 $45,000

Others Institutions Holding AVIG

# of Institutions
121
Shares Held
23.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIG Quotes by TradingView
  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email