Institutional shares held 111 Million
0 calls
0 puts
Total value of holdings $8.87B
$0 calls
$0 puts
# of Institutions 562


Latest Institutional Activity in AVDE

Top Purchases

Q4 2025
Legacy Financial Strategies, LLC Shares Held: 405K ($32.5M)
Q4 2025
Greenup Street Wealth Management LLC Shares Held: 1.16M ($93M)
Q4 2025
Foster & Motley Inc Shares Held: 288K ($23.1M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 467K ($37.5M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.1M ($409M)

Top Sells

Q4 2025
Oak Root LLC Shares Held: 1.43M ($115M)
Q4 2025
Bsw Wealth Partners Shares Held: 624K ($50.1M)
Q4 2025
Sc&H Financial Advisors, Inc. Shares Held: 332K ($26.6M)
Q4 2025
Rvw Wealth, LLC Shares Held: 302K ($24.3M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 386K ($31M)

About AVDE

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