Institutional shares held 8.03 Million
0 calls
0 puts
Total value of holdings $384M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in AVES

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 64.6K ($3.08M)
Q1 2025
Park Avenue Securities LLC Shares Held: 49.3K ($2.35M)
Q1 2025
Global Strategic Investment Solutions, LLC Shares Held: 152K ($7.27M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 206K ($9.83M)
Q1 2025
Symmetry Partners, LLC Shares Held: 125K ($5.98M)

Top Sells

Q1 2025
Perigon Wealth Management, LLC Shares Held: 128K ($6.11M)
Q1 2025
Lam Group, Inc. Shares Held: 6.96K ($332K)
Q1 2025
Red Lighthouse Investment Management, LLC Shares Held: 216K ($10.3M)
Q1 2025
Breakwater Capital Group Shares Held: 12.9K ($616K)
Q1 2025
Cypress Point Wealth Management, LLC Shares Held: 27.7K ($1.32M)

About AVES

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