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 95,985 shares of AVSE stock, worth $4.93 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

95,985

Previous 111,589 13.98%

Holding current value

$4.93 Million

Previous $5.01 Million 8.05%

% of portfolio

0.59%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

681K

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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