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 146,054 shares of AVUV stock, worth $14.3 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
146,054
Previous 145,052
0.69%
Holding current value
$14.3 Million
Previous $13.2 Million
10.0%
% of portfolio
1.26%
Previous 1.25%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio