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 340,264 shares of AVLV stock, worth $22.5 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
340,264
Previous 234,695
44.98%
Holding current value
$22.5 Million
Previous $13.6 Million
67.61%
% of portfolio
2.41%
Previous 1.73%
Shares
8 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio