Institutional shares held 8.05 Million
0 calls
0 puts
Total value of holdings $378M
$0 calls
$0 puts
# of Institutions 66


Latest Institutional Activity in AVSF

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 618K ($29M)
Q1 2025
Fort Vancouver Investment Management, LLC Shares Held: 140K ($6.58M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 408K ($19.2M)
Q1 2025
Park Avenue Securities LLC Shares Held: 193K ($9.07M)
Q1 2025
Valued Wealth Advisors LLC Shares Held: 30.9K ($1.45M)

Top Sells

Q1 2025
Pacific Life Fund Advisors LLC Shares Held: 262K ($12.3M)
Q1 2025
Index Fund Advisors, Inc. Shares Held: 5.22K ($245K)
Q1 2025
Allworth Financial LP Shares Held: 43.7K ($2.05M)
Q1 2025
Oceanside Advisors LLC Shares Held: 5.08K ($238K)
Q1 2025
Sc&H Financial Advisors, Inc. Shares Held: 19.8K ($931K)

About AVSF

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