Institutional shares held 81.2 Million
200 calls
500 puts
Total value of holdings $5.89B
$14K calls
$36K puts
# of Institutions 460


Latest Institutional Activity in AVDV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.16M ($157M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 581K ($42.1M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 255K ($18.5M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 134K ($9.69M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 1.62M ($117M)

Top Sells

Q1 2025
Annex Advisory Services, LLC Shares Held: 375K ($27.2M)
Q1 2025
Paragon Advisors, LLC Shares Held: 9.69K ($702K)
Q1 2025
Synergy Investment Management, LLC Shares Held: 21.6K ($1.57M)
Q1 2025
Global Trust Asset Management, LLC Shares Held: 4.92K ($357K)
Q1 2025
Anderson Hoagland & CO Shares Held: 89.4K ($6.48M)

About AVDV

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