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 59,496 shares of AVSU stock, worth $4.03 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

59,496

Previous 62,675 5.07%

Holding current value

$4.03 Million

Previous $3.11 Million 7.63%

% of portfolio

0.43%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$47.19 - $56.42 $150,017 - $179,359	-3,179 Reduced 5.07%	59,496 $3.34 Million
Q3 2023 Nov 20, 2023	BUY	$49.19 - $53.54 $103,495 - $112,648	2,104 Added 3.47%	62,675 $3.11 Million
Q2 2023 Aug 28, 2023	SELL	$47.09 - $51.63 $29,760 - $32,630	-632 Reduced 1.03%	60,571 $3.13 Million
Q1 2023 Apr 24, 2023	BUY	$45.67 - $50.71 $256,848 - $285,193	5,624 Added 10.12%	61,203 $2.96 Million
Q4 2022 Mar 01, 2023	SELL	$42.63 - $48.93 $1.56 Million - $1.8 Million	-36,709 Reduced 39.78%	55,579 $2.54 Million
Q3 2022 Oct 31, 2022	BUY	$42.48 - $50.98 $2.94 Million - $3.53 Million	69,309 Added 301.62%	92,288 $3.92 Million
Q2 2022 Aug 16, 2022	BUY	$43.15 - $53.36 $991,543 - $1.23 Million	22,979 New	22,979 $1.02 Million

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.09M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. American Centy ETF Tr Avantis Transaction History