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AVDE
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Position history for Waverly Advisors, LLC's holdings in AMERICAN CENTY ETF TR

Waverly Advisors, LLC holds 864,479 shares of AVDE (AMERICAN CENTY ETF TR), worth $73.3M as of 2026-Q1. The position was increased (+33.9% shares). AVDE represents 0.5% of Waverly Advisors, LLC's portfolio.

Current Value

$73.3M

Current Shares

864,479

Total Value Change

+$71.1M

Total Shares Change

+829,114

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
864,479
+33.9%
$73.3M0.5%$87.91
54
2025-Q4
Increased
645,440
+73.3%
$53.1M0.4%$82.74
53
2025-Q3
Increased
372,508
+62.1%
$29.4M0.3%$77.74
50
2025-Q2
Increased
229,834
+132.9%
$17M0.2%$72.92
54
2025-Q1
Increased
98,695
+253.7%
$6.5M0.1%$65.01
44
2024-Q4
Decreased
27,906
-0.5%
$1.7M0.0%$59.57
0
2024-Q3
Decreased
28,046
-20.7%
$1.9M0.0%$64.46
0
2024-Q2
Increased
35,365
+38.9%
$2.2M0.0%$59.69
34

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERICAN CENTURY COMPANIES INC, Corient Private Wealth LLC

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