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 7,129 shares of AVUS stock, worth $772,498. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,129
Previous 9,893
27.94%
Holding current value
$772,498
Previous $913,000
21.36%
% of portfolio
0.07%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
77.5MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$405 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio