Position history for Waverly Advisors, LLC's holdings in AMERICAN CENTY ETF TR
Waverly Advisors, LLC holds 645,440 shares of AVDE (AMERICAN CENTY ETF TR), worth $53.1M as of 2025-Q4. The position was increased (++73.3% shares). AVDE represents 0.4% of Waverly Advisors, LLC's portfolio.
Current Value
$53.1M
Current Shares
645,440
Total Value Change
+$50.9M
Total Shares Change
+610,075
Other major holders of AVDE: AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 645,440 |
+73.3% |
| $53.1M |
| 0.4% |
| $82.74 |
53 |
| 2025-Q3 | Increased | 372,508 | +62.1% | $29.4M | 0.3% | $77.74 | 50 |
| 2025-Q2 | Increased | 229,834 | +132.9% | $17M | 0.2% | $72.92 | 54 |
| 2025-Q1 | Increased | 98,695 | +253.7% | $6.5M | 0.1% | $65.01 | 44 |
| 2024-Q4 | Decreased | 27,906 | -0.5% | $1.7M | 0.0% | $59.57 | 0 |
| 2024-Q3 | Decreased | 28,046 | -20.7% | $1.9M | 0.0% | $64.46 | 0 |
| 2024-Q2 | Increased | 35,365 | +38.9% | $2.2M | 0.0% | $59.69 | 34 |