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 $739,847. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,129
Previous 9,893
27.94%
Holding current value
$739,847
Previous $913,000
21.36%
% of portfolio
0.07%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
496Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$388 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$359 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$315 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$268 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$234 Million9.89% of portfolio