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AVDE
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Position history for Corient Private Wealth LLC's holdings in AMERICAN CENTY ETF TR

Corient Private Wealth LLC holds 5M shares of AVDE (AMERICAN CENTY ETF TR), worth $424.1M as of 2026-Q1. The position was decreased (-14.2% shares). AVDE represents 0.6% of Corient Private Wealth LLC's portfolio.

Current Value

$424.1M

Current Shares

5M

Total Value Change

+$270.4M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5M
-14.2%
$424.1M0.6%$87.91
0
2025-Q4
Increased
5.8M
+61.5%
$360.2M0.5%$82.74
54
2025-Q3
Decreased
3.6M
-10.9%
$284.5M0.4%$77.74
0
2025-Q2
Increased
4M
+4.1%
$299.5M0.3%$72.92
39
2025-Q1
Increased
3.9M
+14.8%
$257.6M0.4%$65.01
42
2024-Q4
Increased
3.4M
+15.4%
$207.7M0.3%$59.57
42
2024-Q3
Increased
2.9M
+18.8%
$196.7M0.3%$64.46
43
2024-Q2
Increased
2.5M
+53.7%
$153.7M0.3%$59.69
51

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERICAN CENTURY COMPANIES INC, ENVESTNET ASSET MANAGEMENT INC

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