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AVDE
Showing 8 of 13 quarters

Position history for HB Wealth Management, LLC's holdings in AMERICAN CENTY ETF TR

HB Wealth Management, LLC holds 1.7M shares of AVDE (AMERICAN CENTY ETF TR), worth $141.3M as of 2026-Q1. The position was decreased (-0.7% shares). AVDE represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$141.3M

Current Shares

1.7M

Total Value Change

+$140.8M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.7M
-0.7%
$141.3M0.9%$87.91
0
2025-Q4
Decreased
1.7M
-0.5%
$137.9M0.9%$82.74
0
2025-Q3
Decreased
1.7M
-0.7%
$132.9M0.9%$77.74
0
2025-Q2
Decreased
1.7M
-15.5%
$125.5M1.0%$72.92
0
2025-Q1
Increased
2M
+277x
$133.1M1.1%$65.01
77
2024-Q4
Decreased
7,210
-11.1%
$442,4780.0%$59.57
0
2024-Q3
Increased
8,109
+12.5%
$543,5460.0%$64.46
27
2024-Q2
Decreased
7,210
-1.4%
$448,8950.0%$59.69
0

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERICAN CENTURY COMPANIES INC, Corient Private Wealth LLC

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