Institutional shares held 6.12 Million
0 calls
0 puts
Total value of holdings $315M
$0 calls
$0 puts
# of Institutions 104


Latest Institutional Activity in AVES

Top Purchases

Q3 2024
Fortress Wealth Management, Inc. Shares Held: 63.5K ($3.26M)
Q3 2024
Perigon Wealth Management, LLC Shares Held: 136K ($6.99M)
Q3 2024
Werba Rubin Papier Wealth Management Shares Held: 9.62K ($494K)
Q3 2024
Enzi Wealth Shares Held: 93.4K ($4.8M)
Q3 2024
Lam Group, Inc. Shares Held: 17.3K ($887K)

Top Sells

Q3 2024
Creative Planning Shares Held: 52.1K ($2.68M)
Q3 2024
Anderson Hoagland & CO Shares Held: 155K ($7.97M)
Q3 2024
Umb Bank, N.A. Shares Held: 24K ($1.24M)
Q3 2024
Dbk Financial Counsel, LLC Shares Held: 9.83K ($505K)
Q2 2024
Warren Averett Asset Management, LLC Shares Held: 10.2K ($524K)

About AVES

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