Institutional shares held 92.1 Million
300 calls
100 puts
Total value of holdings $7.59B
$24K calls
$8K puts
# of Institutions 485


Latest Institutional Activity in AVDV

Top Purchases

Q2 2025
Divergent Planning, LLC Shares Held: 532K ($43.8M)
Q2 2025
Park Avenue Securities LLC Shares Held: 473K ($39M)
Q2 2025
Savant Capital, LLC Shares Held: 11M ($905M)
Q2 2025
Buckingham Strategic Partners Shares Held: 3.81M ($314M)
Q2 2025
Modera Wealth Management, LLC Shares Held: 1.81M ($149M)

Top Sells

Q2 2025
Merit Financial Group, LLC Shares Held: 110K ($9.08M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 209K ($17.2M)
Q2 2025
Delap Wealth Advisory, LLC Shares Held: 129K ($10.6M)
Q2 2025
Foster Group, Inc. Shares Held: 587K ($48.4M)
Q2 2025
Fortitude Family Office, LLC Shares Held: 55.4K ($4.56M)

About AVDV

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