Willow Creek Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
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 4,118 shares of AVEM stock, worth $251,856. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,118
Previous 4,118
-0.0%
Holding current value
$251,856
Previous $217,000
6.91%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
513Shares Held
112MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio
-
Cerity Partners LLC New York, NY2.19MShares$134 Million0.28% of portfolio