Institutional shares held 28.6 Million
0 calls
0 puts
Total value of holdings $1.2B
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in AVIG

Top Purchases

Q4 2025
Ae Wealth Management LLC Shares Held: 6.09M ($255M)
Q4 2025
Regatta Capital Group, LLC Shares Held: 771K ($32.3M)
Q4 2025
Financial Plan, Inc. Shares Held: 113K ($4.73M)
Q4 2025
Allodium Investment Consultants, LLC Shares Held: 278K ($11.7M)
Q4 2025
Approach Retirement Advisors, LLC Shares Held: 56.9K ($2.38M)

Top Sells

Q4 2025
Pacific Life Fund Advisors LLC Shares Held: 1.12M ($47.1M)
Q4 2025
Grand Wealth Management, LLC Shares Held: 26K ($1.09M)
Q4 2025
Balance Wealth, LLC Shares Held: 10.4K ($434K)
Q4 2025
Geneos Wealth Management Inc. Shares Held: 2.44K ($102K)
Q4 2025
Cwm, LLC Shares Held: 92.1K ($3.86M)

About AVIG

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