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 91,791 shares of AVSU stock, worth $6.58 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

91,791

Previous 68,092 34.8%

Holding current value

$6.58 Million

Previous $4.25 Million 48.28%

% of portfolio

0.6%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$55.22 - $68.6 $1.31 Million - $1.63 Million	23,699 Added 34.8%	91,791 $6.3 Million
Q1 2025 Jul 16, 2025	BUY	$61.4 - $69.08 $246,828 - $277,701	4,020 Added 6.27%	68,092 $4.25 Million
Q4 2024 Feb 14, 2025	BUY	$64.29 - $69.59 $294,191 - $318,443	4,576 Added 7.69%	64,072 $4.24 Million
Q3 2024 Jul 25, 2025	BUY	$59.01 - $65.3 $259,466 - $287,124	4,397 Added 7.51%	62,929 $4.11 Million
Q2 2024 Jul 25, 2025	SELL	$57.39 - $62.24 $1.91 Million - $2.07 Million	-33,259 Reduced 36.23%	58,532 $3.61 Million
Q1 2024 Jul 25, 2025	SELL	$54.96 - $61.43 $1.85 Million - $2.07 Million	-33,737 Reduced 36.75%	58,054 $3.57 Million
Q4 2023 Apr 01, 2024	SELL	$47.19 - $56.42 $150,017 - $179,359	-3,179 Reduced 5.07%	59,496 $3.34 Million
Q3 2023 Nov 20, 2023	BUY	$49.19 - $53.54 $103,495 - $112,648	2,104 Added 3.47%	62,675 $3.11 Million
Q2 2023 Aug 28, 2023	SELL	$47.09 - $51.63 $29,760 - $32,630	-632 Reduced 1.03%	60,571 $3.13 Million
Q1 2023 Apr 24, 2023	BUY	$45.67 - $50.71 $256,848 - $285,193	5,624 Added 10.12%	61,203 $2.96 Million
Q4 2022 Mar 01, 2023	SELL	$42.63 - $48.93 $1.56 Million - $1.8 Million	-36,709 Reduced 39.78%	55,579 $2.54 Million
Q3 2022 Oct 31, 2022	BUY	$42.48 - $50.98 $2.94 Million - $3.53 Million	69,309 Added 301.62%	92,288 $3.92 Million
Q2 2022 Aug 16, 2022	BUY	$43.15 - $53.36 $991,543 - $1.23 Million	22,979 New	22,979 $1.02 Million

Others Institutions Holding AVSU

# of Institutions

Shares Held

3.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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