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

Willow Creek Wealth Management Inc.

$1.15 Billion
Q3 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 137,460 shares of AVSE stock, worth $9 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

137,460

Previous 136,736 0.53%

Holding current value

$9 Million

Previous $8.02 Million 9.01%

% of portfolio

0.76%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$58.4 - $64.07 $42,281 - $46,386	724 Added 0.53%	137,460 $8.74 Million
Q2 2025 Jul 16, 2025	BUY	$45.56 - $58.63 $922,134 - $1.19 Million	20,240 Added 17.37%	136,736 $8.02 Million
Q1 2025 Jul 16, 2025	BUY	$48.73 - $53.38 $626,326 - $686,093	12,853 Added 12.4%	116,496 $5.99 Million
Q4 2024 Feb 14, 2025	BUY	$50.47 - $56.52 $386,499 - $432,830	7,658 Added 7.98%	103,643 $5.23 Million
Q3 2024 Jul 25, 2025	BUY	$48.92 - $56.14 $188,488 - $216,307	3,853 Added 3.95%	101,283 $5.6 Million

Q2 2024 Jul 25, 2025	SELL	$47.58 - $52.85 $1.87 Million - $2.08 Million	-39,306 Reduced 28.75%	97,430 $5.04 Million
Q1 2024 Jul 25, 2025	SELL	$45.19 - $49.53 $1.81 Million - $1.98 Million	-39,989 Reduced 29.25%	96,747 $4.75 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

Shares Held

1.11M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

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