Institutional shares held 160 Million
0 calls
0 puts
Total value of holdings $12.2B
$0 calls
$0 puts
# of Institutions 697


Latest Institutional Activity in AVEM

Top Purchases

Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 2.27M ($174M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 1.4M ($108M)
Q3 2025
Savant Capital, LLC Shares Held: 18.5M ($1.41B)
Q3 2025
Avantax Planning Partners, Inc. Shares Held: 1.05M ($80.5M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 2M ($153M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 10.5M ($801M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 220K ($16.9M)
Q3 2025
Rebel Financial LLC Shares Held: 0 ($0)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 827K ($63.3M)
Q3 2025
Merit Financial Group, LLC Shares Held: 147K ($11.2M)

About AVEM

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