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AVDVAVDV
6 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in AMERICAN CENTY ETF TR

Sequoia Financial Advisors, LLC holds 622,801 shares of AVDV (AMERICAN CENTY ETF TR), worth $64.2M as of 2026-Q2. The position was decreased (-3.8% shares). AVDV represents 0.3% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$64.2M

Current Shares

622,801

Total Value Change

+$23.7M

Total Shares Change

+42,197

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
622,801
-3.8%
$64.2M0.3%$103.05
0
2026-Q1
Increased
647,182
+1.7%
$64.6M0.4%$105.26
36
2025-Q4
Increased
636,545
+0.1%
$59.8M0.3%$94.44
35
2025-Q3
Increased
635,846
+6.1%
$56.6M0.3%$87.53
37
2025-Q2
Increased
599,107
+3.2%
$47.5M0.3%$77.67
36
2025-Q1
New
580,604
-
$40.5M0.3%$68.17
48

Other major holders of AVDV: JONES FINANCIAL COMPANIES LLLP, Creative Planning

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