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 96,972 shares of AVUV stock, worth $9.41 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

96,972

Previous 64,991 49.21%

Holding current value

$9.41 Million

Previous $5.07 Million 71.89%

% of portfolio

1.11%

Previous 0.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$73.38 - $91.25 $2.35 Million - $2.92 Million	31,981 Added 49.21%	96,972 $8.71 Million
Q3 2023 Nov 20, 2023	BUY	$75.9 - $84.23 $95,406 - $105,877	1,257 Added 1.97%	64,991 $5.07 Million
Q2 2023 Aug 28, 2023	BUY	$69.33 - $77.71 $9,220 - $10,335	133 Added 0.21%	63,734 $4.95 Million
Q1 2023 Apr 24, 2023	SELL	$70.61 - $84.06 $149,551 - $178,039	-2,118 Reduced 3.22%	63,601 $4.71 Million
Q4 2022 Mar 01, 2023	BUY	$68.43 - $80.54 $808,089 - $951,096	11,809 Added 21.91%	65,719 $4.9 Million
Q3 2022 Oct 31, 2022	BUY	$65.42 - $79.96 $3.53 Million - $4.31 Million	53,910 New	53,910 $3.57 Million

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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