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 6,890 shares of AVRE stock, worth $312,117. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,890
Previous 6,743 2.18%
Holding current value
$312,117
Previous $290,000 4.83%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$38.75 - $44.92 $5,696 - $6,603
147 Added 2.18%
6,890 $304,000
Q1 2025

Jul 16, 2025
SELL
$40.62 - $44.31 $90,663 - $98,899
-2,232 Reduced 24.87%
6,743 $290,000
Q4 2024

Feb 14, 2025
BUY
$41.03 - $46.91 $48,948 - $55,963
1,193 Added 15.33%
8,975 $376,000
Q3 2024

Jul 25, 2025
BUY
$40.95 - $48.28 $7,289 - $8,593
178 Added 2.09%
8,694 $409,000
Q2 2024

Jul 25, 2025
BUY
$38.89 - $42.05 $63,235 - $68,373
1,626 Added 23.6%
8,516 $351,000
Q1 2024

Jul 25, 2025
BUY
$40.52 - $43.42 $59,321 - $63,566
1,464 Added 21.25%
8,354 $353,000
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
146
Shares Held
12.3M
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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