Back to Corient Private Wealth LP Corient Private Wealth LP

AVEEAVEE
9 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in AMERICAN CENTY ETF TR

Yes. Corient Private Wealth holds 3,263 shares of AVEE, worth $226,201, as of its Q2 2026 13F filing. It increased the position by 10 shares (+0.3%) from Q1 2026. Corient Private Wealth has held AVEE since Q2 2024, across 9 quarterly 13F filings.

Current Value

$226,201

Current Shares

3,263

Total Value Change

+$1,346

Total Shares Change

-793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3,263
+0.3%
$226,2010.0%$68.84
23
2026-Q1
Increased
3,253
+0.0%
$206,3220.0%$62.56
23
2025-Q4
Increased
3,252
+0.7%
$202,9520.0%$61.52
23
2025-Q3
Decreased
3,231
-12.4%
$207,1980.0%$62.17
0
2025-Q2
Decreased
3,690
-15.4%
$222,3420.0%$58.41
0
2025-Q1
Increased
4,363
+6.4%
$229,1540.0%$50.60
25
2024-Q4
Increased
4,101
+1.1%
$218,6030.0%$51.35
23
2024-Q3
Increased
4,057
+0.0%
$238,7330.0%$55.38
23
2024-Q2
New
4,056
-
$224,8550.0%$52.16
32

Other major holders of AVEE: AMERICAN CENTURY COMPANIES INC, CITADEL ADVISORS LLC

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