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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
7 filers reported a long position in AVIE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Plancorp, LLC | $1.6M | 21.5K | Unchanged |
| CITADEL ADVISORS LLC | $565.8K | 7.6K | -19.9% |
| Verus Financial Partners, Inc. | $330.6K | 4.4K | Unchanged |
| Rialto Wealth Management, LLC | $204.5K | 2.8K | New |
| ELEVATE WEALTH ADVISORY, INC | $110K | 1.5K | Unchanged |
| UBS Group AG | $35.3K | 475 | +47.1% |
| LAM GROUP, INC. | $15.2K | 205 | +13.9% |
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