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 418,110 shares of AVLV stock, worth $30.1 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

418,110

Previous 381,714 9.53%

Holding current value

$30.1 Million

Previous $24.9 Million 14.58%

% of portfolio

2.7%

Previous 2.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$56.85 - $68.21 $2.07 Million - $2.48 Million	36,396 Added 9.53%	418,110 $28.5 Million
Q1 2025 Jul 16, 2025	BUY	$63.51 - $70.42 $2.63 Million - $2.92 Million	41,450 Added 12.18%	381,714 $24.9 Million
Q4 2024 Feb 14, 2025	BUY	$65.51 - $71.22 $6.92 Million - $7.52 Million	105,569 Added 44.98%	340,264 $22.7 Million
Q3 2024 Jul 25, 2025	BUY	$60.05 - $65.83 $995,088 - $1.09 Million	16,571 Added 5.55%	315,258 $20.8 Million
Q2 2024 Jul 25, 2025	SELL	$60.74 - $64.14 $7.25 Million - $7.66 Million	-119,423 Reduced 28.56%	298,687 $18.8 Million
Q1 2024 Jul 25, 2025	SELL	$56.46 - $64.26 $8.41 Million - $9.57 Million	-149,003 Reduced 35.64%	269,107 $17.3 Million
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

395

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

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