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 234,695 shares of AVLV stock, worth $16.5 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

234,695

Previous 153,417 52.98%

Holding current value

$16.5 Million

Previous $8.08 Million 67.72%

% of portfolio

1.73%

Previous 1.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$49.96 - $58.08 $4.06 Million - $4.72 Million	81,278 Added 52.98%	234,695 $13.6 Million
Q3 2023 Nov 20, 2023	BUY	$52.22 - $56.04 $645,700 - $692,934	12,365 Added 8.77%	153,417 $8.08 Million
Q2 2023 Aug 28, 2023	BUY	$49.22 - $53.35 $578,777 - $627,342	11,759 Added 9.09%	141,052 $7.53 Million
Q1 2023 Apr 24, 2023	BUY	$48.59 - $54.44 $1.47 Million - $1.64 Million	30,188 Added 30.46%	129,293 $6.61 Million
Q4 2022 Mar 01, 2023	BUY	$45.92 - $53.52 $1.07 Million - $1.24 Million	23,240 Added 30.63%	99,105 $4.97 Million
Q3 2022 Oct 31, 2022	BUY	$44.13 - $51.78 $2.21 Million - $2.59 Million	50,105 Added 194.51%	75,865 $3.37 Million
Q2 2022 Aug 16, 2022	BUY	$45.84 - $54.78 $1.18 Million - $1.41 Million	25,760 New	25,760 $1.19 Million

Others Institutions Holding AVLV

# of Institutions

304

Shares Held

59.2M

Call Options Held

100

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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