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AVEM
Showing 8 of 17 quarters

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

HB Wealth Management, LLC holds 1.1M shares of AVEM (AMERICAN CENTY ETF TR), worth $85.5M as of 2026-Q1. The position was increased (+1.8% shares). AVEM represents 0.6% of HB Wealth Management, LLC's portfolio.

Current Value

$85.5M

Current Shares

1.1M

Total Value Change

+$84.2M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+1.8%
$85.5M0.6%$83.13
43
2025-Q4
Increased
1M
+0.6%
$80.3M0.5%$77.22
42
2025-Q3
Increased
1M
+1.8%
$77.8M0.5%$73.63
43
2025-Q2
Decreased
1M
-6.5%
$69.8M0.6%$67.21
0
2025-Q1
Increased
1.1M
+5090.0%
$65.5M0.5%$58.84
67
2024-Q4
Increased
20,977
+1.8%
$1.2M0.0%$57.23
26
2024-Q3
Unchanged
20,601
0.0%
$1.3M0.0%$62.46
0
2024-Q2
Decreased
20,601
-0.5%
$1.3M0.0%$58.26
0

Other major holders of AVEM: BANK OF AMERICA CORP /DE/, Savant Capital, LLC

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