Willow Creek Wealth Management Inc. AVLV Holdings History
Willow Creek Wealth Management Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 418,110.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $28.52 Mil. This investment constitutes 2.57% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.37% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q2. And since then Willow Creek Wealth Management Inc. has made 10 purchases of AVLV, at an average price of $58.47, for a total of 418,110.00 shares. Based on historical transaction data and AVLV's current price of $69.93, Willow Creek Wealth Management Inc.'s estimated gain on his AVLV holdings is $4.79 Mil, reflecting a 19.61% gain to date.
Willow Creek Wealth Management Inc. AVLV ($69.93) Holding Chart
Willow Creek Wealth Management Inc. AVLV ($69.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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