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 234,695 shares of AVLV stock, worth $15.9 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
234,695
Previous 153,417
52.98%
Holding current value
$15.9 Million
Previous $8.08 Million
67.72%
% of portfolio
1.73%
Previous 1.22%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio