Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
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 37 shares of AVSD stock, worth $2,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 37
-0.0%
Holding current value
$2,670
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA217KShares$15.7 Million1.35% of portfolio
-
Clarity Asset Management, Inc. Ames, IA207KShares$15 Million8.32% of portfolio
-
Ci Private Wealth, LLC Miami, FL136KShares$9.82 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.93 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.83 Million1.94% of portfolio