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 64,072 shares of AVSU stock, worth $4.31 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
64,072
Previous 59,496 7.69%
Holding current value
$4.31 Million
Previous $3.34 Million 26.71%
% of portfolio
0.45%
Previous 0.43%

Shares

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

Feb 14, 2025
BUY
$64.29 - $69.59 $294,191 - $318,443
4,576 Added 7.69%
64,072 $4.24 Million
Q4 2023

Apr 01, 2024
SELL
$47.19 - $56.42 $150,017 - $179,359
-3,179 Reduced 5.07%
59,496 $3.34 Million
Q3 2023

Nov 20, 2023
BUY
$49.19 - $53.54 $103,495 - $112,648
2,104 Added 3.47%
62,675 $3.11 Million
Q2 2023

Aug 28, 2023
SELL
$47.09 - $51.63 $29,760 - $32,630
-632 Reduced 1.03%
60,571 $3.13 Million
Q1 2023

Apr 24, 2023
BUY
$45.67 - $50.71 $256,848 - $285,193
5,624 Added 10.12%
61,203 $2.96 Million
Q4 2022

Mar 01, 2023
SELL
$42.63 - $48.93 $1.56 Million - $1.8 Million
-36,709 Reduced 39.78%
55,579 $2.54 Million
Q3 2022

Oct 31, 2022
BUY
$42.48 - $50.98 $2.94 Million - $3.53 Million
69,309 Added 301.62%
92,288 $3.92 Million
Q2 2022

Aug 16, 2022
BUY
$43.15 - $53.36 $991,543 - $1.23 Million
22,979 New
22,979 $1.02 Million

Others Institutions Holding AVSU

# of Institutions
62
Shares Held
2.23M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSU Quotes by TradingView
  • Ticker AVSU
  • Sector ETFs
  • Industry ETFs
More about AVSU
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