Institutional shares held 102 Million
0 calls
0 puts
Total value of holdings $9.08B
$0 calls
$0 puts
# of Institutions 518


Latest Institutional Activity in AVDV

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 19.1M ($1.7B)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 636K ($56.7M)
Q3 2025
Wright Fund Management, LLC Shares Held: 277K ($24.7M)
Q3 2025
Benjamin Edwards Inc Shares Held: 256K ($22.8M)
Q3 2025
Modera Wealth Management, LLC Shares Held: 1.98M ($176M)

Top Sells

Q3 2025
Simplicity Wealth,Llc Shares Held: 68.9K ($6.15M)
Q3 2025
Merit Financial Group, LLC Shares Held: 76.5K ($6.82M)
Q3 2025
Foster Group, Inc. Shares Held: 565K ($50.4M)
Q3 2025
Great Point Wealth Advisors, LLC Shares Held: 192K ($17.2M)
Q3 2025
Hb Wealth Management, LLC Shares Held: 103K ($9.22M)

About AVDV

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