Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $539M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in AVRE

Top Purchases

Q2 2025
Simplicity Wealth,Llc Shares Held: 208K ($9.36M)
Q2 2025
Lex Aurum Advisors, LLC Shares Held: 200K ($9.01M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 22.9K ($1.03M)
Q2 2025
Leading Edge Financial Planning LLC Shares Held: 126K ($5.69M)
Q2 2025
Allegiance Financial Group Advisory Services LLC Shares Held: 250K ($11.3M)

Top Sells

Q2 2025
Lam Group, Inc. Shares Held: 89.1K ($4.02M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 72.4K ($3.27M)
Q2 2025
Parkshore Wealth Management, Inc. Shares Held: 58.7K ($2.65M)
Q2 2025
Physician Wealth Solutions Inc. Shares Held: 298K ($13.4M)
Q2 2025
Collective Family Office LLC Shares Held: 102K ($4.59M)

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