Institutional shares held 90.8 Million
300 calls
100 puts
Total value of holdings $6.98B
$23K calls
$7K puts
# of Institutions 460


Latest Institutional Activity in AVDV

Top Purchases

Q1 2025
Creative Planning Shares Held: 14.4M ($1.12B)
Q1 2025
Modera Wealth Management, LLC Shares Held: 1.66M ($128M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.16M ($167M)
Q1 2025
Savant Capital, LLC Shares Held: 10.7M ($831M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 581K ($44.9M)

Top Sells

Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 265K ($20.5M)
Q1 2025
Citadel Advisors LLC Shares Held: 22.7K ($1.75M)
Q1 2025
Trilogy Capital Inc. Shares Held: 79.9K ($6.18M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 375K ($29M)
Q1 2025
Paragon Advisors, LLC Shares Held: 9.69K ($749K)

About AVDV

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