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 $21.2 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
340,264
Previous 234,695 44.98%
Holding current value
$21.2 Million
Previous $13.6 Million 67.61%
% of portfolio
2.41%
Previous 1.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
361
Shares Held
67.5M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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