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AVDEAVDE
Showing 8 of 14 quarters

Position history for HB Wealth Management, LLCHB 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 $151M as of 2026-Q2. The position was increased (+1.7% shares). AVDE represents 0.8% of HB Wealth Management, LLC's portfolio.

Current Value

$151M

Current Shares

1.7M

Total Value Change

+$150.5M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+1.7%
$151M0.8%$89.20
43
2026-Q1
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

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, Corient Private Wealth LP, AMERICAN CENTURY COMPANIES INC

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