Institutional shares held 3.71 Million
0 calls
0 puts
Total value of holdings $171M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in AVSF

Top Purchases

Q1 2024
Trajan Wealth LLC Shares Held: 136K ($6.28M)
Q1 2024
Verus Financial Partners, Inc. Shares Held: 1.33M ($61.3M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 289K ($13.3M)
Q1 2024
Mattern Wealth Management LLC Shares Held: 148K ($6.86M)
Q1 2024
Lpl Financial LLC Shares Held: 114K ($5.27M)

Top Sells

Q1 2024
Citadel Advisors LLC Shares Held: 7.11K ($328K)
Q1 2024
Ever Source Wealth Advisors, LLC Shares Held: 9 ($416)
Q1 2024
Pacific Life Fund Advisors LLC Shares Held: 323K ($14.9M)
Q1 2024
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 40.3K ($1.86M)
Q1 2024
Apella Capital, LLC Shares Held: 16.9K ($779K)

About AVSF

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