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 145,052 shares of AVUV stock, worth $13.8 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

145,052

Previous 119,486 21.4%

Holding current value

$13.8 Million

Previous $10.4 Million 26.87%

% of portfolio

1.25%

Previous 1.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$75.17 - $91.21 $1.92 Million - $2.33 Million	25,566 Added 21.4%	145,052 $13.2 Million
Q1 2025 Jul 16, 2025	BUY	$84.95 - $100.62 $1.21 Million - $1.44 Million	14,279 Added 13.57%	119,486 $10.4 Million
Q4 2024 Feb 14, 2025	BUY	$94.37 - $106.41 $777,136 - $876,286	8,235 Added 8.49%	105,207 $10.2 Million
Q3 2024 Jul 25, 2025	BUY	$88.24 - $99.7 $321,546 - $363,306	3,644 Added 3.65%	103,477 $9.93 Million
Q2 2024 Jul 25, 2025	SELL	$86.93 - $93.77 $3.93 Million - $4.24 Million	-45,219 Reduced 31.17%	99,833 $8.96 Million
Q1 2024 Jul 25, 2025	SELL	$84.87 - $93.71 $3.88 Million - $4.29 Million	-45,728 Reduced 31.53%	99,324 $9.31 Million
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

873

Shares Held

123M

Call Options Held

20.2K

Put Options Held

10.8K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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