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 216,488 shares of AVSD stock, worth $14.9 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

216,488

Previous 203,422 6.42%

Holding current value

$14.9 Million

Previous $12.2 Million 19.85%

% of portfolio

1.38%

Previous 1.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$53.85 - $67.74 $703,604 - $885,090	13,066 Added 6.42%	216,488 $14.6 Million
Q1 2025 Jul 16, 2025	BUY	$54.89 - $62.11 $127,070 - $143,784	2,315 Added 1.15%	203,422 $12.2 Million
Q4 2024 Feb 14, 2025	BUY	$55.57 - $59.89 $259,234 - $279,386	4,665 Added 2.37%	201,107 $11.2 Million
Q3 2024 Jul 25, 2025	BUY	$53.92 - $61.11 $499,137 - $565,695	9,257 Added 4.99%	194,895 $11.8 Million
Q2 2024 Jul 25, 2025	SELL	$54.31 - $58.32 $1.68 Million - $1.8 Million	-30,850 Reduced 14.25%	185,638 $10.3 Million
Q1 2024 Jul 25, 2025	SELL	$52.01 - $57.02 $1.62 Million - $1.77 Million	-31,122 Reduced 14.38%	185,366 $10.6 Million
Q4 2023 Apr 01, 2024	BUY	$46.27 - $54.0 $36,507 - $42,606	789 Added 0.4%	196,442 $10.6 Million
Q3 2023 Nov 20, 2023	SELL	$48.7 - $53.0 $17,093 - $18,603	-351 Reduced 0.18%	195,653 $9.59 Million
Q2 2023 Aug 28, 2023	BUY	$49.68 - $52.62 $19,971 - $21,153	402 Added 0.21%	196,004 $10 Million
Q1 2023 Apr 24, 2023	BUY	$47.33 - $51.88 $272,431 - $298,621	5,756 Added 3.03%	195,602 $9.89 Million
Q4 2022 Mar 01, 2023	BUY	$40.03 - $48.47 $3.85 Million - $4.67 Million	96,256 Added 102.85%	189,846 $8.94 Million
Q3 2022 Oct 31, 2022	BUY	$40.27 - $48.67 $2.62 Million - $3.16 Million	65,019 Added 227.57%	93,590 $3.78 Million
Q2 2022 Aug 16, 2022	BUY	$45.19 - $53.48 $1.29 Million - $1.53 Million	28,571 New	28,571 $1.3 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

2.11M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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