Institutional shares held 10.9 Million
0 calls
0 puts
Total value of holdings $513M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in AVSF

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.57M ($73.6M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 1.3M ($61M)
Q2 2025
Verus Financial Partners, Inc. Shares Held: 1.5M ($70.6M)
Q2 2025
Prairie View Partners, LLC Shares Held: 2.66M ($125M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 434K ($20.4M)

Top Sells

Q2 2025
Valued Wealth Advisors LLC Shares Held: 10.2K ($478K)
Q2 2025
Mattern Wealth Management LLC Shares Held: 189K ($8.86M)
Q2 2025
Fort Vancouver Investment Management, LLC Shares Held: 139K ($6.52M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 6.65K ($312K)
Q2 2025
Morris Financial Concepts, Inc. Shares Held: 8.97K ($421K)

About AVSF

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