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

Morris Financial Concepts, Inc.

$229 Million
Q3 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 850 shares of AVRE stock, worth $36,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares

850

Previous 850 -0.0%

Holding current value

$36,227

Previous $35,000 14.29%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$38.89 - $42.05 $6,183 - $6,685	159 Added 23.01%	850 $35,000
Q4 2023 Jan 29, 2024	SELL	$35.51 - $43.68 $6,036 - $7,425	-170 Reduced 19.74%	691 $29,000
Q3 2023 Oct 24, 2023	SELL	$37.14 - $42.66 $25,403 - $29,179	-684 Reduced 44.27%	861 $32,000
Q2 2023 Aug 09, 2023	SELL	$39.41 - $41.99 $315 - $335	-8 Reduced 0.52%	1,545 $63,000
Q1 2023 May 10, 2023	SELL	$39.04 - $45.85 $2,186 - $2,567	-56 Reduced 3.48%	1,553 $64,000
Q4 2022 Jan 19, 2023	BUY	$36.95 - $43.22 $34,326 - $40,151	929 Added 136.62%	1,609 $0
Q2 2022 Jul 25, 2022	BUY	$42.75 - $53.95 $29,027 - $36,632	679 Added 67900.0%	680 $30,000
Q4 2021 Feb 15, 2022	BUY	$49.98 - $55.84 $49 - $55	1 New	1 $0

Others Institutions Holding AVRE

# of Institutions

121

Shares Held

9.29M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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