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 $137.9M as of 2025-Q4. The position was decreased (-0.5% shares). AVDE represents 0.9% of HB Wealth Management, LLC's portfolio.
Current Value
$137.9M
Current Shares
1.7M
Total Value Change
+$137.5M
Total Shares Change
+1.7M
Other major holders of AVDE: AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 1.7M |
-0.5% |
| $137.9M |
| 0.9% |
| $82.74 |
0 |
| 2025-Q3 | Decreased | 1.7M | -0.7% | $132.9M | 0.9% | $77.74 | 0 |
| 2025-Q2 | Decreased | 1.7M | -15.5% | $125.5M | 1.0% | $72.92 | 0 |
| 2025-Q1 | Increased | 2M | +277x | $133.1M | 1.1% | $65.01 | 77 |
| 2024-Q4 | Decreased | 7,210 | -11.1% | $442,478 | 0.0% | $59.57 | 0 |
| 2024-Q3 | Increased | 8,109 | +12.5% | $543,546 | 0.0% | $64.46 | 27 |
| 2024-Q2 | Decreased | 7,210 | -1.4% | $448,895 | 0.0% | $59.69 | 0 |