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AVDEAVDE
13 quarters

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

Waverly Advisors, LLC holds 1.2M shares of AVDE (AMERICAN CENTY ETF TR), worth $109M as of 2026-Q2. The position was increased (+41.4% shares). AVDE represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$109M

Current Shares

1.2M

Total Value Change

+$107.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+41.4%
$109M0.6%$89.20
56
2026-Q1
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
2024-Q1
Decreased
25,454
-1.5%
$1.6M0.0%$59.97
0
2023-Q4
Decreased
25,853
-0.2%
$1.6M0.1%$56.86
0
2023-Q3
Increased
25,902
+1.7%
$1.4M0.1%$51.68
26
2023-Q2
New
25,464
-
$1.5M0.1%$52.69
35

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, Corient Private Wealth LP, AMERICAN CENTURY COMPANIES INC

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