Willow Creek Wealth Management Inc. DIMENSIONAL ETF TRUST Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023
Number of Shares
12,592
Previous 9,290 35.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
BUY
N/A
3,302 Added 35.54%
12,592 $0
Q3 2023

Nov 20, 2023
SELL
N/A
-311 Reduced 3.24%
9,290 $0
Q2 2023

Aug 28, 2023
BUY
N/A
90 Added 0.95%
9,601 $0
Q1 2023

Apr 24, 2023
BUY
N/A
9,511 New
9,511 $0
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email