Institutional shares held 8.39 Million
0 calls
0 puts
Total value of holdings $367M
$0 calls
$0 puts
# of Institutions 105

Latest Institutional Activity in AVRE

Top Purchases

Q2 2024
Aprio Wealth Management, LLC Shares Held: 516K ($22.6M)
Q2 2024
Physician Wealth Solutions Inc. Shares Held: 255K ($11.2M)
Q2 2024
Collective Family Office LLC Shares Held: 87.3K ($3.82M)
Q2 2024
Lam Group, Inc. Shares Held: 65.1K ($2.85M)
Q2 2024
Shanker Valleau Wealth Advisors, Inc. Shares Held: 321K ($14M)

Top Sells

Q2 2024
Carlson Capital Management Shares Held: 178K ($7.79M)
Q2 2024
Quantum Financial Advisors, LLC Shares Held: 375K ($16.4M)
Q2 2024
Dbk Financial Counsel, LLC Shares Held: 54K ($2.36M)
Q2 2024
Signature Resources Capital Management, LLC Shares Held: 6.48K ($284K)
Q2 2024
Diversified Portfolios, Inc. Shares Held: 4.89K ($214K)

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