Institutional shares held 116 Million
4.1K calls
0 puts
Total value of holdings $10.5B
$369K calls
$0 puts
# of Institutions 536


Latest Institutional Activity in AVDV

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 19.1M ($1.72B)
Q3 2025
Creative Planning Shares Held: 20.6M ($1.86B)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 636K ($57.3M)
Q3 2025
Savant Capital, LLC Shares Held: 11.5M ($1.04B)
Q3 2025
Lpl Financial LLC Shares Held: 1.3M ($117M)

Top Sells

Q3 2025
Citadel Advisors LLC Shares Held: 9.35K ($843K)
Q3 2025
Unison Advisors LLC Shares Held: 715K ($64.5M)
Q3 2025
Ci Private Wealth, LLC Shares Held: 631K ($56.9M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 68.9K ($6.22M)
Q3 2025
Mason Investment Advisory Services, Inc. Shares Held: 2.4M ($216M)

About AVDV

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