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AVSUAVSU
13 quarters

Position history for WAWaverly Advisors, LLC's holdings in AVANTIS RESPONSIBLE U.S. EQUITY ETF

Waverly Advisors, LLC holds 124,225 shares of AVSU (AVANTIS RESPONSIBLE U.S. EQUITY ETF), worth $11M as of 2026-Q2. The position was decreased (-3.3% shares). AVSU represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$11M

Current Shares

124,225

Total Value Change

+$2.9M

Total Shares Change

-32,241

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
124,225
-3.3%
$11M0.1%$88.52
0
2026-Q1
Decreased
128,440
-3.6%
$9.5M0.1%$77.50
0
2025-Q4
Decreased
133,249
-0.1%
$10.2M0.1%$76.89
0
2025-Q3
Decreased
133,425
-0.9%
$9.8M0.1%$73.17
0
2025-Q2
Decreased
134,616
-2.4%
$9.2M0.1%$67.86
0
2025-Q1
Decreased
137,857
-1.2%
$8.6M0.1%$61.52
0
2024-Q4
Decreased
139,519
-0.8%
$9.2M0.1%$65.69
0
2024-Q3
Decreased
140,636
-0.4%
$9.2M0.2%$64.19
0
2024-Q2
Decreased
141,200
-1.9%
$8.7M0.2%$60.65
0
2024-Q1
Increased
143,925
+3.4%
$8.8M0.2%$60.15
34
2023-Q4
Decreased
139,165
-6.3%
$7.8M0.3%$54.87
0
2023-Q3
Decreased
148,601
-5.0%
$7.4M0.3%$48.22
0
2023-Q2
New
156,466
-
$8.1M0.4%$49.56
45

Other major holders of AVSU: Kestra Advisory Services, LLC, Focus Partners Wealth

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