Willow Creek Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 245,921 shares of AVDV stock, worth $19.7 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
245,921
Previous 164,715 49.3%
Holding current value
$19.7 Million
Previous $10.3 Million 55.48%
% of portfolio
1.69%
Previous 1.32%

Shares

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

Feb 14, 2025
BUY
$63.85 - $70.4 $5.19 Million - $5.72 Million
81,206 Added 49.3%
245,921 $16 Million
Q4 2023

Apr 01, 2024
BUY
$54.34 - $62.7 $2.33 Million - $2.69 Million
42,903 Added 35.22%
164,715 $10.3 Million
Q3 2023

Nov 20, 2023
BUY
$56.69 - $60.91 $761,970 - $818,691
13,441 Added 12.4%
121,812 $7.05 Million
Q2 2023

Aug 28, 2023
BUY
$56.07 - $60.13 $567,091 - $608,154
10,114 Added 10.29%
108,371 $6.24 Million
Q1 2023

Apr 24, 2023
BUY
$55.2 - $60.58 $1.01 Million - $1.11 Million
18,319 Added 22.92%
98,257 $5.75 Million
Q4 2022

Mar 01, 2023
BUY
$47.39 - $57.3 $2.41 Million - $2.91 Million
50,811 Added 174.45%
79,938 $4.43 Million
Q3 2022

Oct 31, 2022
BUY
$47.02 - $57.29 $546,842 - $666,282
11,630 Added 66.47%
29,127 $1.38 Million
Q2 2022

Aug 16, 2022
BUY
$52.51 - $63.48 $452,268 - $546,753
8,613 Added 96.95%
17,497 $923,000
Q1 2022

May 02, 2022
BUY
$57.89 - $66.21 $251,589 - $287,748
4,346 Added 95.77%
8,884 $556,000
Q4 2021

Mar 24, 2022
BUY
$61.47 - $67.38 $278,950 - $305,770
4,538 New
4,538 $293,000

Others Institutions Holding AVDV

# of Institutions
464
Shares Held
91.1M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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