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 201,107 shares of AVSD stock, worth $12.1 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
201,107
Previous 196,442 2.37%
Holding current value
$12.1 Million
Previous $10.6 Million 5.79%
% of portfolio
1.19%
Previous 1.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$55.57 - $59.89 $259,234 - $279,386
4,665 Added 2.37%
201,107 $11.2 Million
Q4 2023

Apr 01, 2024
BUY
$46.27 - $54.0 $36,507 - $42,606
789 Added 0.4%
196,442 $10.6 Million
Q3 2023

Nov 20, 2023
SELL
$48.7 - $53.0 $17,093 - $18,603
-351 Reduced 0.18%
195,653 $9.59 Million
Q2 2023

Aug 28, 2023
BUY
$49.68 - $52.62 $19,971 - $21,153
402 Added 0.21%
196,004 $10 Million
Q1 2023

Apr 24, 2023
BUY
$47.33 - $51.88 $272,431 - $298,621
5,756 Added 3.03%
195,602 $9.89 Million
Q4 2022

Mar 01, 2023
BUY
$40.03 - $48.47 $3.85 Million - $4.67 Million
96,256 Added 102.85%
189,846 $8.94 Million
Q3 2022

Oct 31, 2022
BUY
$40.27 - $48.67 $2.62 Million - $3.16 Million
65,019 Added 227.57%
93,590 $3.78 Million
Q2 2022

Aug 16, 2022
BUY
$45.19 - $53.48 $1.29 Million - $1.53 Million
28,571 New
28,571 $1.3 Million

Others Institutions Holding AVSD

# of Institutions
54
Shares Held
1.42M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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