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 5,746 shares of AVEM stock, worth $392,164. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,746
Previous 4,118
39.53%
Holding current value
$392,164
Previous $232,000
45.26%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.21 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.03 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$607 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$285 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$163 Million0.12% of portfolio