Institutional shares held 87.9 Million
1K calls
100 puts
Total value of holdings $7.7B
$87K calls
$8K puts
# of Institutions 460


Latest Institutional Activity in AVUS

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 641K ($56.2M)
Q1 2025
Vista Wealth Management Group, LLC Shares Held: 1.66M ($145M)
Q1 2025
Gradient Investments LLC Shares Held: 45.4K ($3.98M)
Q1 2025
Zrc Wealth Management, LLC Shares Held: 30.9K ($2.71M)
Q1 2025
Lex Aurum Advisors, LLC Shares Held: 168K ($14.7M)

Top Sells

Q1 2025
Annex Advisory Services, LLC Shares Held: 2.32M ($203M)
Q1 2025
Park Avenue Securities LLC Shares Held: 532K ($46.6M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 584K ($51.2M)
Q1 2025
Ehrlich Financial Group Shares Held: 76.1K ($6.67M)
Q1 2025
Sjs Investment Consulting Inc. Shares Held: 4.9K ($429K)

About AVUS

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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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