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AVDVAVDV
18 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in AMERICAN CENTY ETF TR

EP Wealth Advisors, LLC holds 530,912 shares of AVDV (AMERICAN CENTY ETF TR), worth $54.7M as of 2026-Q2. The position was decreased (-0.2% shares). AVDV represents 0.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$54.7M

Current Shares

530,912

Total Value Change

+$50.3M

Total Shares Change

+462,009

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
530,912
-0.2%
$54.7M0.2%$103.05
0
2026-Q1
Increased
532,125
+1936.1%
$53.1M0.3%$105.26
57
2025-Q4
Increased
26,134
+3.5%
$2.5M0.0%$94.44
27
2025-Q2
Decreased
25,258
-0.6%
$2M0.0%$77.67
0
2025-Q1
Decreased
25,398
-1.5%
$1.8M0.0%$68.17
0
2024-Q4
Decreased
25,789
-1.2%
$1.7M0.0%$62.63
0
2024-Q3
Decreased
26,105
-0.7%
$1.8M0.0%$66.48
0
2024-Q2
Decreased
26,282
-9.0%
$1.7M0.0%$61.28
0
2024-Q1
Decreased
28,872
-6.6%
$1.9M0.0%$61.01
0
2023-Q4
Increased
30,903
+7.7%
$1.9M0.0%$57.89
28
2023-Q3
Decreased
28,682
-58.1%
$1.7M0.0%$52.81
0
2023-Q2
Increased
68,438
+109.7%
$1.7M0.0%$51.87
41
2023-Q1
Decreased
32,643
-16.2%
$1.9M0.0%$52.20
0
2022-Q4
Decreased
38,970
-24.2%
$2.2M0.0%$49.54
0
2022-Q3
Decreased
51,392
-5.2%
$2.4M0.1%$41.92
0
2022-Q2
Decreased
54,199
-15.3%
$2.9M0.1%$46.93
0
2022-Q1
Decreased
63,983
-7.1%
$4M0.1%$55.01
0
2021-Q4
New
68,903
-
$4.4M0.1%$55.79
44

Other major holders of AVDV: JONES FINANCIAL COMPANIES LLLP, Creative Planning

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