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 196,442 shares of AVSD stock, worth $11.2 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

196,442

Previous 195,653 0.4%

Holding current value

$11.2 Million

Previous $9.59 Million 10.32%

% of portfolio

1.35%

Previous 1.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.36M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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