Institutional shares held 11.5 Million
0 calls
0 puts
Total value of holdings $542M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in AVSF

Top Purchases

Q4 2025
Mattern Wealth Management LLC Shares Held: 194K ($9.13M)
Q4 2025
Allodium Investment Consultants, LLC Shares Held: 50.5K ($2.38M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 49K ($2.31M)
Q4 2025
Evanson Asset Management, LLC Shares Held: 6.22K ($292K)
Q4 2025
Investment Advisory Group, LLC Shares Held: 8.5K ($400K)

Top Sells

Q4 2025
Sc&H Financial Advisors, Inc. Shares Held: 19.5K ($918K)
Q3 2025
Simplicity Wealth,Llc Shares Held: 635K ($29.9M)
Q3 2025
Pacific Life Fund Advisors LLC Shares Held: 431K ($20.3M)
Q3 2025
Trajan Wealth LLC Shares Held: 93.2K ($4.39M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 54K ($2.54M)

About AVSF

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