Institutional shares held 1.45 Million
0 calls
0 puts
Total value of holdings $91.1M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in AVSD

Top Purchases

Q1 2025
Riverwater Partners LLC Shares Held: 37.6K ($2.36M)
Q1 2025
Sprinkle Financial Consultants LLC Shares Held: 3.56K ($224K)
Q1 2025
Austin Asset Management CO Inc Shares Held: 3.48K ($218K)
Q1 2025
Revolve Wealth Partners, LLC Shares Held: 21.9K ($1.37M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 6.86K ($431K)

Top Sells

Q1 2025
Highland Financial Advisors, LLC Shares Held: 25.7K ($1.61M)
Q1 2025
Northland Capital Management LLC Shares Held: 27.8K ($1.75M)
Q1 2025
Diversified Portfolios, Inc. Shares Held: 9.31K ($584K)
Q1 2025
Trademark Financial Management, LLC Shares Held: 24.1K ($1.51M)
Q1 2025
Red Lighthouse Investment Management, LLC Shares Held: 1.51K ($94.9K)

About AVSD

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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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