Institutional shares held 82.1 Million
800 calls
1.6K puts
Total value of holdings $5.44B
$53K calls
$106K puts
# of Institutions 436


Latest Institutional Activity in AVDE

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 1.19M ($79.1M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 390K ($25.9M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 2.84M ($189M)
Q1 2025
Zrc Wealth Management, LLC Shares Held: 159K ($10.5M)
Q1 2025
Apella Capital, LLC Shares Held: 410K ($27.1M)

Top Sells

Q1 2025
Annex Advisory Services, LLC Shares Held: 3.79M ($251M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.73M ($314M)
Q1 2025
Park Avenue Securities LLC Shares Held: 250K ($16.6M)
Q1 2025
Highland Financial Advisors, LLC Shares Held: 252K ($16.7M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 524K ($34.7M)

About AVDE

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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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