Institutional shares held 39.8 Million
0 calls
0 puts
Total value of holdings $2.51B
$0 calls
$0 puts
# of Institutions 231


Latest Institutional Activity in AVLV

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 6.97M ($439M)
Q2 2024
Falcon Wealth Planning Shares Held: 878K ($55.3M)
Q2 2024
Premier Path Wealth Partners, LLC Shares Held: 74.2K ($4.67M)
Q2 2024
Apollon Wealth Management, LLC Shares Held: 947K ($59.6M)
Q2 2024
Midwest Financial Group LLC Shares Held: 50.6K ($3.19M)

Top Sells

Q2 2024
Pure Financial Advisors, LLC Shares Held: 1.72M ($108M)
Q2 2024
Shore Haven Wealth Partners, LLC Shares Held: 134K ($8.46M)
Q2 2024
Park Avenue Securities LLC Shares Held: 824K ($51.8M)
Q2 2024
Waypoint Capital Advisors, LLC Shares Held: 156K ($9.84M)
Q2 2024
Integrated Capital Management, Inc. Shares Held: 291K ($18.3M)

About AVLV

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