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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 8,975 shares of AVRE stock, worth $390,143. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,975
Previous 7,782 15.33%
Holding current value
$390,143
Previous $337,000 11.57%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$41.03 - $46.91 $48,948 - $55,963
1,193 Added 15.33%
8,975 $376,000
Q4 2023

Apr 01, 2024
SELL
$35.51 - $43.68 $102,055 - $125,536
-2,874 Reduced 26.97%
7,782 $337,000
Q3 2023

Nov 20, 2023
BUY
$37.14 - $42.66 $69,340 - $79,646
1,867 Added 21.24%
10,656 $400,000
Q1 2023

Apr 24, 2023
BUY
$39.04 - $45.85 $19,715 - $23,154
505 Added 6.1%
8,789 $364,000
Q4 2022

Mar 01, 2023
BUY
$36.95 - $43.22 $306,093 - $358,034
8,284 New
8,284 $341,000

Others Institutions Holding AVRE

# of Institutions
124
Shares Held
9.73M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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