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 7,782 shares of AVRE stock, worth $330,423. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,782
Previous 10,656 26.97%
Holding current value
$330,423
Previous $400,000 15.75%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
SELL
$35.51 - $43.68 $102,055 - $125,536
-2,874 Reduced 26.97%
7,782 $337,000
Q3 2023

Nov 20, 2023
BUY
$37.14 - $42.66 $69,340 - $79,646
1,867 Added 21.24%
10,656 $400,000
Q1 2023

Apr 24, 2023
BUY
$39.04 - $45.85 $19,715 - $23,154
505 Added 6.1%
8,789 $364,000
Q4 2022

Mar 01, 2023
BUY
$36.95 - $43.22 $306,093 - $358,034
8,284 New
8,284 $341,000

Others Institutions Holding AVRE

# of Institutions
119
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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