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

Corient Private Wealth LP holds 65,415 shares of AVES (AMERICAN CENTY ETF TR), worth $4.3M as of 2026-Q2. The position was decreased (-0.3% shares). AVES represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$4.3M

Current Shares

65,415

Total Value Change

-$729,755

Total Shares Change

-30,883

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
65,415
-0.3%
$4.3M0.0%$65.60
0
2026-Q1
Decreased
65,610
-49.3%
$3.9M0.0%$62.39
0
2025-Q4
Increased
129,446
+99.6%
$7.5M0.0%$58.38
44
2025-Q3
Increased
64,847
+7.8%
$3.7M0.0%$55.87
29
2025-Q2
Decreased
60,184
-33.9%
$3.2M0.0%$52.35
0
2025-Q1
Decreased
91,077
-0.5%
$4.3M0.0%$45.85
0
2024-Q4
Decreased
91,543
-4.9%
$4.2M0.0%$44.76
0
2024-Q3
Decreased
96,298
-4.0%
$5M0.0%$49.36
0

Other major holders of AVES: AMERICAN CENTURY COMPANIES INC, ENVESTNET ASSET MANAGEMENT INC, First Command Advisory Services, Inc.

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