Institutional shares held 68.9 Million
0 calls
0 puts
Total value of holdings $4.54B
$0 calls
$0 puts
# of Institutions 348


Latest Institutional Activity in AVDE

Top Purchases

Q3 2024
Annex Advisory Services, LLC Shares Held: 5.76M ($380M)
Q3 2024
Simplicity Wealth,Llc Shares Held: 370K ($24.4M)
Q3 2024
Rockwood Wealth Management, LLC Shares Held: 2.48M ($163M)
Q3 2024
Cwm, LLC Shares Held: 548K ($36.1M)
Q3 2024
Bwm Planning, LLC Shares Held: 121K ($7.99M)

Top Sells

Q3 2024
Prairie View Partners, LLC Shares Held: 749K ($49.4M)
Q3 2024
Waypoint Capital Advisors, LLC Shares Held: 565K ($37.2M)
Q3 2024
Creative Planning Shares Held: 814K ($53.7M)
Q3 2024
Pcg Wealth Advisors, LLC Shares Held: 7.62K ($502K)
Q3 2024
Ausdal Financial Partners, Inc. Shares Held: 15.1K ($995K)

About AVDE

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