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 6,189 shares of AVEM stock, worth $480,142. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,189

Previous 5,764 7.37%

Holding current value

$480,142

Previous $395,000 17.47%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$68.33 - $75.41 $29,040 - $32,049	425 Added 7.37%	6,189 $464,000
Q2 2025 Jul 16, 2025	BUY	$53.08 - $68.54 $955 - $1,233	18 Added 0.31%	5,764 $395,000
Q4 2024 Feb 14, 2025	BUY	$58.59 - $66.14 $95,384 - $107,675	1,628 Added 39.53%	5,746 $337,000
Q3 2024 Jul 25, 2025	BUY	$57.2 - $65.59 $45,531 - $52,209	796 Added 19.33%	4,914 $317,000
Q2 2024 Jul 25, 2025	SELL	$56.42 - $62.42 $92,867 - $102,743	-1,646 Reduced 28.56%	4,118 $251,000

Q1 2024 Jul 25, 2025	SELL	$53.02 - $58.54 $87,270 - $96,356	-1,646 Reduced 28.56%	4,118 $238,000
Q4 2022 Mar 01, 2023	BUY	$44.87 - $52.64 $184,774 - $216,771	4,118 New	4,118 $208,000

Others Institutions Holding AVEM

# of Institutions

731

Shares Held

171M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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