Institutional shares held 99.4 Million
0 calls
0 puts
Total value of holdings $8.35B
$0 calls
$0 puts
# of Institutions 503


Latest Institutional Activity in AVDV

Top Purchases

Q2 2025
Creative Planning Shares Held: 18.4M ($1.54B)
Q2 2025
Jones Financial Companies Lllp Shares Held: 7.78M ($653M)
Q2 2025
Citadel Advisors LLC Shares Held: 1.26M ($106M)
Q2 2025
Divergent Planning, LLC Shares Held: 532K ($44.7M)
Q2 2025
Park Avenue Securities LLC Shares Held: 473K ($39.7M)

Top Sells

Q2 2025
Merit Financial Group, LLC Shares Held: 110K ($9.26M)
Q2 2025
New Edge Advisors, LLC Shares Held: 56.3K ($4.73M)
Q2 2025
Private Advisor Group, LLC Shares Held: 33.8K ($2.84M)
Q2 2025
Ci Private Wealth, LLC Shares Held: 1.05M ($88.5M)
Q2 2025
Empowered Funds, LLC Shares Held: 658K ($55.2M)

About AVDV

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