Institutional shares held 12.4 Million
0 calls
0 puts
Total value of holdings $546M
$0 calls
$0 puts
# of Institutions 149


Latest Institutional Activity in AVRE

Top Purchases

Q4 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 384K ($16.9M)
Q4 2025
Quantum Financial Advisors, LLC Shares Held: 410K ($18M)
Q4 2025
Better Wealth, LLC Shares Held: 331K ($14.6M)
Q4 2025
Park Avenue Securities LLC Shares Held: 113K ($5M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 24.8K ($1.09M)

Top Sells

Q4 2025
Red Lighthouse Investment Management, LLC Shares Held: 56.1K ($2.47M)
Q4 2025
Physician Wealth Solutions Inc. Shares Held: 292K ($12.9M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 105K ($4.65M)
Q3 2025
Parkshore Wealth Management, Inc. Shares Held: 38.6K ($1.7M)
Q3 2025
Cwm, LLC Shares Held: 182K ($8.03M)

About AVRE

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