Institutional shares held 956,346
0 calls
0 puts
Total value of holdings $109M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in AIVL

Top Purchases

Q3 2025
Steigerwald, Gordon & Koch Inc. Shares Held: 1.67K ($190K)
Q3 2025
Mezzasalma Advisors, LLC Shares Held: 2.35K ($267K)
Q3 2025
Brighton Jones LLC Shares Held: 1.85K ($211K)
Q3 2025
Spire Wealth Management Shares Held: 4.18K ($476K)
Q2 2025
Global Retirement Partners, LLC Shares Held: 12.1K ($1.38M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 30.6K ($3.48M)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 7.24K ($824K)
Q3 2025
Trust CO Of Vermont Shares Held: 2.3K ($262K)
Q3 2025
Salomon & Ludwin, LLC Shares Held: 25.8K ($2.93M)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 5.53K ($630K)

About AIVL

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