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 7,634 shares of AVUS stock, worth $756,071. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,634
Previous 7,634
-0.0%
Holding current value
$756,071
Previous $559,000
11.27%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$308 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio