Institutional shares held 116 Million
4.1K calls
0 puts
Total value of holdings $10.5B
$369K calls
$0 puts
# of Institutions 537


Latest Institutional Activity in AVDV

Top Purchases

Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 295K ($26.6M)
Q4 2025
Confluence Investment Management LLC Shares Held: 124K ($11.2M)
Q4 2025
Park Avenue Securities LLC Shares Held: 493K ($44.4M)
Q4 2025
Magnus Financial Group LLC Shares Held: 112K ($10.1M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 152K ($13.7M)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 199K ($18M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 30.6K ($2.76M)
Q4 2025
Anderson Hoagland & CO Shares Held: 83.9K ($7.57M)
Q4 2025
Bayshore Asset Management, LLC Shares Held: 89.3K ($8.05M)
Q4 2025
Collective Family Office LLC Shares Held: 135K ($12.1M)

About AVDV

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