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AVLV
Showing 8 of 13 quarters

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

Waverly Advisors, LLC holds 1.7M shares of AVLV (AMERICAN CENTY ETF TR), worth $134.3M as of 2026-Q1. The position was increased (+8.5% shares). AVLV represents 1.0% of Waverly Advisors, LLC's portfolio.

Current Value

$134.3M

Current Shares

1.7M

Total Value Change

+$85.6M

Total Shares Change

+890,954

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.7M
+8.5%
$134.3M1.0%$82.72
52
2025-Q4
Increased
1.5M
+6.3%
$116.3M0.9%$76.38
45
2025-Q3
Increased
1.4M
+7.0%
$104.4M1.0%$71.97
51
2025-Q2
Increased
1.4M
+14.3%
$92.2M1.0%$67.68
54
2025-Q1
Increased
1.2M
+22.5%
$77.1M0.9%$64.01
51
2024-Q4
Increased
964,906
+12.4%
$64.4M1.0%$65.69
47
2024-Q3
Increased
858,560
+10.8%
$56.5M1.0%$64.44
51
2024-Q2
Increased
775,101
+22.2%
$48.7M1.0%$61.41
50

Other major holders of AVLV: PNC FINANCIAL SERVICES GROUP, INC., ENVESTNET ASSET MANAGEMENT INC

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