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 7,634 shares of AVUS stock, worth $763,247. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,634
Previous 7,634
-0.0%
Holding current value
$763,247
Previous $559,000
11.27%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
438Shares Held
86.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$356 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$323 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio