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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 103,643 shares of AVSE stock, worth $5.42 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
103,643
Previous 95,985 7.98%
Holding current value
$5.42 Million
Previous $4.6 Million 13.62%
% of portfolio
0.55%
Previous 0.59%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$50.47 - $56.52 $386,499 - $432,830
7,658 Added 7.98%
103,643 $5.23 Million
Q4 2023

Apr 01, 2024
SELL
$43.39 - $48.23 $677,057 - $752,580
-15,604 Reduced 13.98%
95,985 $4.6 Million
Q3 2023

Nov 20, 2023
BUY
$44.57 - $48.6 $82,766 - $90,250
1,857 Added 1.69%
111,589 $5.01 Million
Q2 2023

Aug 28, 2023
BUY
$43.47 - $47.63 $15,779 - $17,289
363 Added 0.33%
109,732 $5.04 Million
Q1 2023

Apr 24, 2023
BUY
$42.49 - $47.5 $102,740 - $114,855
2,418 Added 2.26%
109,369 $4.9 Million
Q4 2022

Mar 01, 2023
BUY
$37.62 - $44.13 $2.57 Million - $3.02 Million
68,399 Added 177.42%
106,951 $4.57 Million
Q3 2022

Oct 31, 2022
BUY
$38.73 - $44.82 $1.19 Million - $1.38 Million
30,691 Added 390.42%
38,552 $1.49 Million
Q2 2022

Aug 16, 2022
BUY
$43.49 - $51.19 $341,874 - $402,404
7,861 New
7,861 $344,000

Others Institutions Holding AVSE

# of Institutions
42
Shares Held
734K
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
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