Institutional shares held 67.7 Million
0 calls
100 puts
Total value of holdings $4.22B
$0 calls
$6K puts
# of Institutions 360


Latest Institutional Activity in AVLV

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.9M ($617M)
Q1 2025
Falcon Wealth Planning Shares Held: 1.44M ($89.7M)
Q1 2025
Global Strategic Investment Solutions, LLC Shares Held: 769K ($47.9M)
Q1 2025
Nixon Peabody Trust CO Shares Held: 1.01M ($62.9M)
Q1 2025
Apella Capital, LLC Shares Held: 120K ($7.46M)

Top Sells

Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 31.4K ($1.96M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 1.49M ($92.7M)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 191K ($11.9M)
Q1 2025
Integrated Capital Management, Inc. Shares Held: 256K ($15.9M)
Q1 2025
Yardley Wealth Management LLC Shares Held: 97.9K ($6.1M)

About AVLV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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