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 59,496 shares of AVSU stock, worth $3.72 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
59,496
Previous 62,675
5.07%
Holding current value
$3.72 Million
Previous $3.11 Million
7.63%
% of portfolio
0.43%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding AVSU
# of Institutions
55Shares Held
2.03MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA358KShares$22.4 Million15.71% of portfolio
-
Merriman Wealth Management, LLC299KShares$18.7 Million0.84% of portfolio
-
Ci Private Wealth, LLC Miami, FL160KShares$9.97 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$9.77 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL141KShares$8.82 Million0.17% of portfolio