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 286 shares of AVUV stock, worth $27,587. This represents 0.01% of its overall portfolio holdings.
Number of Shares
286
Previous 280
2.14%
Holding current value
$27,587
Previous $26,000
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
808Shares Held
105MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$597 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.16MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio