Position history for Waverly Advisors, LLC's holdings in AMERICAN CENTY ETF TR
Waverly Advisors, LLC holds 1.5M shares of AVLV (AMERICAN CENTY ETF TR), worth $116.3M as of 2025-Q4. The position was increased (++6.3% shares). AVLV represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$116.3M
Current Shares
1.5M
Total Value Change
+$67.6M
Total Shares Change
+760,208
Other major holders of AVLV: PNC FINANCIAL SERVICES GROUP, INC., ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Increased |
| 1.5M |
+6.3% |
| $116.3M |
| 0.9% |
| $76.38 |
45 |
| 2025-Q3 | Increased | 1.4M | +7.0% | $104.4M | 1.0% | $71.97 | 51 |
| 2025-Q2 | Increased | 1.4M | +14.3% | $92.2M | 1.0% | $67.68 | 54 |
| 2025-Q1 | Increased | 1.2M | +22.5% | $77.1M | 0.9% | $64.01 | 51 |
| 2024-Q4 | Increased | 964,906 | +12.4% | $64.4M | 1.0% | $65.69 | 47 |
| 2024-Q3 | Increased | 858,560 | +10.8% | $56.5M | 1.0% | $64.44 | 51 |
| 2024-Q2 | Increased | 775,101 | +22.2% | $48.7M | 1.0% | $61.41 | 50 |