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

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

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 5,764 shares of AVEM stock, worth $441,407. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,764
Previous 5,746 0.31%
Holding current value
$441,407
Previous $345,000 14.49%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$53.08 - $68.54 $955 - $1,233
18 Added 0.31%
5,764 $395,000
Q4 2024

Feb 14, 2025
BUY
$58.59 - $66.14 $95,384 - $107,675
1,628 Added 39.53%
5,746 $337,000
Q3 2024

Jul 25, 2025
BUY
$57.2 - $65.59 $45,531 - $52,209
796 Added 19.33%
4,914 $317,000
Q2 2024

Jul 25, 2025
SELL
$56.42 - $62.42 $92,867 - $102,743
-1,646 Reduced 28.56%
4,118 $251,000
Q1 2024

Jul 25, 2025
SELL
$53.02 - $58.54 $87,270 - $96,356
-1,646 Reduced 28.56%
4,118 $238,000
Q4 2022

Mar 01, 2023
BUY
$44.87 - $52.64 $184,774 - $216,771
4,118 New
4,118 $208,000

Others Institutions Holding AVEM

# of Institutions
698
Shares Held
158M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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