Institutional shares held 82.6 Million
0 calls
0 puts
Total value of holdings $6.16B
$0 calls
$0 puts
# of Institutions 483


Latest Institutional Activity in AVDE

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.75M ($130M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 822K ($61.3M)
Q2 2025
Act Advisors, Llc. Shares Held: 401K ($29.9M)
Q2 2025
Iam Advisory, LLC Shares Held: 404K ($30.1M)
Q2 2025
Apella Capital, LLC Shares Held: 542K ($40.5M)

Top Sells

Q2 2025
Annex Advisory Services, LLC Shares Held: 2.34M ($175M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 1.7M ($127M)
Q2 2025
Rockwood Wealth Management, LLC Shares Held: 2.55M ($190M)
Q2 2025
Magnolia Private Wealth, LLC Shares Held: 108K ($8.03M)
Q2 2025
Evensky & Katz LLC Shares Held: 60.9K ($4.54M)

About AVDE

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