HoldingsChannel.com
Funds Holding AVDE

On this page, we present all of the funds holding AVDE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVDE, with a link to that fund's top holdings. The next columns indicate the amount of AVDE stock held by each of the funds holding AVDE, followed by the AVDE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 140 funds holding AVDE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wipfli Financial Advisors LLC. For more details on the positions held by Wipfli Financial Advisors LLC (or by any of the other funds holding AVDE), click the fund name in the "Holder" column of the funds-holding-AVDE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wipfli Financial Advisors LLC1,503,240$76,605 06/30/2022
     AVDE1,503,240$76,605 06/30/2022
Resources Investment Advisors LLC.1,489,679$75,914 06/30/2022
     AVDE1,489,679$75,914 06/30/2022
American Century Companies Inc.1,286,863$65,579 06/30/2022
     AVDE1,286,863$65,579 06/30/2022
Plancorp LLC856,090$43,626 06/30/2022
     AVDE856,090$43,626 06/30/2022
Jane Street Group LLC729,414$37,171 06/30/2022
     AVDE729,414$37,171 06/30/2022
Waypoint Wealth Partners Inc.727,671$37,082 06/30/2022
     AVDE727,671$37,082 06/30/2022
PrairieView Partners LLC681,990$34,754 06/30/2022
     AVDE681,990$34,754 06/30/2022
ESL Trust Services LLC619,793$31,585 06/30/2022
     AVDE619,793$31,585 06/30/2022
Versant Capital Management Inc589,223$30,027 06/30/2022
     AVDE589,223$30,027 06/30/2022
Vista Wealth Management Group LLC546,364$27,209 06/30/2022
     AVDE546,364$27,209 06/30/2022
Waypoint Capital Advisors LLC532,250$27,123 06/30/2022
     AVDE532,250$27,123 06/30/2022
Websterrogers Financial Advisors LLC505,594$25,765 06/30/2022
     AVDE505,594$25,765 06/30/2022
Greenup Street Wealth Management LLC431,746$22,002 06/30/2022
     AVDE431,746$22,002 06/30/2022
RVW Wealth LLC409,396$20,863 06/30/2022
     AVDE409,396$20,863 06/30/2022
LPL Financial LLC370,974$18,905 06/30/2022
     AVDE370,974$18,905 06/30/2022
First Republic Investment Management Inc.346,864$17,676 06/30/2022
     AVDE346,864$17,676 06/30/2022
Quantum Financial Advisors LLC265,239$14,352 06/30/2022
     AVDE265,239$14,352 06/30/2022
BCR Wealth Strategies LLC276,399$14,085 06/30/2022
     AVDE276,399$14,085 06/30/2022
Cpwm LLC245,768$12,524 06/30/2022
     AVDE245,768$12,524 06/30/2022
AWM Capital LLC230,259$11,734 06/30/2022
     AVDE230,259$11,734 06/30/2022
JJJ Advisors Inc.195,493$10,453 06/30/2022
     AVDE195,493$10,453 06/30/2022
SC&H Financial Advisors Inc.199,469$10,165 06/30/2022
     AVDE199,469$10,165 06/30/2022
Symmetry Partners LLC221,466$10,103 09/30/2022
     AVDE221,466$10,103 09/30/2022
Executive Wealth Management LLC190,589$9,712 06/30/2022
     AVDE190,589$9,712 06/30/2022
HighTower Advisors LLC189,925$9,686 06/30/2022
     AVDE189,925$9,686 06/30/2022
Envestnet Asset Management Inc.174,591$8,897 06/30/2022
     AVDE174,591$8,897 06/30/2022
Strategic Blueprint LLC174,118$8,873 06/30/2022
     AVDE174,118$8,873 06/30/2022
Henrickson Nauta Wealth Advisors Inc.165,200$8,419 06/30/2022
     AVDE165,200$8,419 06/30/2022
Hightower 6M Holding LLC150,518$7,670 06/30/2022
     AVDE150,518$7,670 06/30/2022
Commonwealth Equity Services LLC149,675$7,627 06/30/2022
     AVDE149,675$7,627 06/30/2022
Silicon Hills Wealth Management LLC146,355$7,458 06/30/2022
     AVDE146,355$7,458 06/30/2022
AdvisorNet Financial Inc146,409$6,679 09/30/2022
     AVDE146,409$6,679 09/30/2022
V Wealth Advisors LLC129,323$6,590 06/30/2022
     AVDE129,323$6,590 06/30/2022
Morgan Stanley122,562$6,246 06/30/2022
     AVDE122,562$6,246 06/30/2022
Garrett Investment Advisors LLC119,326$6,081 06/30/2022
     AVDE119,326$6,081 06/30/2022
Highland Financial Advisors LLC107,145$5,460 06/30/2022
     AVDE107,145$5,460 06/30/2022
Grand Wealth Management LLC101,405$5,168 06/30/2022
     AVDE101,405$5,168 06/30/2022
OLD Mission Capital LLC97,018$4,944 06/30/2022
     AVDE97,018$4,944 06/30/2022
Citadel Advisors LLC95,023$4,842 06/30/2022
     AVDE95,023$4,842 06/30/2022
CENTRAL TRUST Co87,725$4,470 06/30/2022
     AVDE87,725$4,470 06/30/2022
WMS Partners LLC86,443$4,405 06/30/2022
     AVDE86,443$4,405 06/30/2022
Signature Estate & Investment Advisors LLC85,439$4,354 06/30/2022
     AVDE85,439$4,354 06/30/2022
Sage Rhino Capital LLC84,166$4,289 06/30/2022
     AVDE84,166$4,289 06/30/2022
ShankerValleau Wealth Advisors Inc.93,770$4,278 09/30/2022
     AVDE93,770$4,278 09/30/2022
Northwestern Mutual Wealth Management Co.81,139$4,135 06/30/2022
     AVDE81,139$4,135 06/30/2022
WorthPointe LLC80,584$4,107 06/30/2022
     AVDE80,584$4,107 06/30/2022
Great Point Wealth Advisors LLC79,779$4,066 06/30/2022
     AVDE79,779$4,066 06/30/2022
Annapolis Financial Services LLC67,944$3,462 06/30/2022
     AVDE67,944$3,462 06/30/2022
Chicago Partners Investment Group LLC55,597$2,973 06/30/2022
     AVDE55,597$2,973 06/30/2022
Northwest Wealth Management LLC57,703$2,941 06/30/2022
     AVDE57,703$2,941 06/30/2022
Waterfront Wealth Inc.56,864$2,898 06/30/2022
     AVDE56,864$2,898 06/30/2022
Castle Wealth Management LLC55,686$2,838 06/30/2022
     AVDE55,686$2,838 06/30/2022
SOL Capital Management CO54,865$2,796 06/30/2022
     AVDE54,865$2,796 06/30/2022
Raymond James Financial Services Advisors Inc.52,858$2,694 06/30/2022
     AVDE52,858$2,694 06/30/2022
Pathstone Family Office LLC47,023$2,396 06/30/2022
     AVDE47,023$2,396 06/30/2022
Brinker Capital Investments LLC46,982$2,394 06/30/2022
     AVDE46,982$2,394 06/30/2022
Moisand Fitzgerald Tamayo LLC46,973$2,394 06/30/2022
     AVDE46,973$2,394 06/30/2022
TCI Wealth Advisors Inc.45,947$2,341 06/30/2022
     AVDE45,947$2,341 06/30/2022
Park Avenue Securities LLC44,500$2,268 06/30/2022
     AVDE44,500$2,268 06/30/2022
Savant Capital LLC44,121$2,248 06/30/2022
     AVDE44,121$2,248 06/30/2022
Schwarz Dygos Wheeler Investment Advisors LLC43,785$2,231 06/30/2022
     AVDE43,785$2,231 06/30/2022
Sterneck Capital Management LLC42,210$2,151 06/30/2022
     AVDE42,210$2,151 06/30/2022
Stratos Wealth Partners LTD.39,338$2,005 06/30/2022
     AVDE39,338$2,005 06/30/2022
Krilogy Financial LLC42,080$1,920 09/30/2022
     AVDE42,080$1,920 09/30/2022
Sax Wealth Advisors LLC36,599$1,865 06/30/2022
     AVDE36,599$1,865 06/30/2022
Wedmont Private Capital40,153$1,832 09/30/2022
     AVDE40,153$1,832 09/30/2022
Cardiff Park Advisors LLC32,670$1,665 06/30/2022
     AVDE32,670$1,665 06/30/2022
Diversified Portfolios Inc.32,063$1,634 06/30/2022
     AVDE32,063$1,634 06/30/2022
Apella Capital LLC31,849$1,623 06/30/2022
     AVDE31,849$1,623 06/30/2022
Triad Financial Advisors Inc.29,991$1,528 06/30/2022
     AVDE29,991$1,528 06/30/2022
EverSource Wealth Advisors LLC29,205$1,488 06/30/2022
     AVDE29,205$1,488 06/30/2022
Greenspring Advisors LLC28,407$1,447 06/30/2022
     AVDE28,407$1,447 06/30/2022
Magnus Financial Group LLC28,055$1,430 06/30/2022
     AVDE28,055$1,430 06/30/2022
Austin Asset Management Co Inc29,894$1,364 09/30/2022
     AVDE29,894$1,364 09/30/2022
Truadvice LLC22,610$1,202 06/30/2022
     AVDE22,610$1,202 06/30/2022
Perigon Wealth Management LLC23,274$1,186 06/30/2022
     AVDE23,274$1,186 06/30/2022
Intelligent Financial Strategies23,230$1,184 06/30/2022
     AVDE23,230$1,184 06/30/2022
Bayshore Asset Management LLC22,121$1,127 06/30/2022
     AVDE22,121$1,127 06/30/2022
All Season Financial Advisors Inc.21,540$1,098 06/30/2022
     AVDE21,540$1,098 06/30/2022
Orion Portfolio Solutions LLC20,732$1,057 06/30/2022
     AVDE20,732$1,057 06/30/2022
20,684$1,054 06/30/2022
     AVDE20,684$1,054 06/30/2022
Advisor Partners LLC20,310$1,035 06/30/2022
     AVDE20,310$1,035 06/30/2022
Wells Fargo & Company MN20,213$1,030 06/30/2022
     AVDE20,213$1,030 06/30/2022
Truepoint Inc.20,221$1,030 06/30/2022
     AVDE20,221$1,030 06/30/2022
Altus Wealth Group LLC16,369$1,023 06/30/2022
     AVDE16,369$1,023 06/30/2022
Tortoise Investment Management LLC19,740$1,006 06/30/2022
     AVDE19,740$1,006 06/30/2022
Nwam LLC18,519$922 06/30/2022
     AVDE18,519$922 06/30/2022
Mercer Global Advisors Inc. ADV17,986$917 06/30/2022
     AVDE17,986$917 06/30/2022
Buckingham Strategic Partners16,444$838 06/30/2022
     AVDE16,444$838 06/30/2022
Herold Advisors Inc.15,984$814 06/30/2022
     AVDE15,984$814 06/30/2022
Abacus Planning Group Inc.15,723$801 06/30/2022
     AVDE15,723$801 06/30/2022
Wealthsource Partners LLC14,594$744 06/30/2022
     AVDE14,594$744 06/30/2022
Morris Financial Concepts Inc.13,249$675 06/30/2022
     AVDE13,249$675 06/30/2022
Raymond James Trust N.A.12,248$624 06/30/2022
     AVDE12,248$624 06/30/2022
Renaissance Technologies LLC12,000$612 06/30/2022
     AVDE12,000$612 06/30/2022
WMG Financial Advisors LLC11,586$589 06/30/2022
     AVDE11,586$589 06/30/2022
Dowling & Yahnke LLC11,452$584 06/30/2022
     AVDE11,452$584 06/30/2022
Prosperity Planning Inc.8,122$540 06/30/2022
     AVDE8,122$540 06/30/2022
Ten Capital Wealth Advisors LLC10,552$538 06/30/2022
     AVDE10,552$538 06/30/2022
USAdvisors Wealth Management LLC10,232$521 06/30/2022
     AVDE10,232$521 06/30/2022
Cambridge Investment Research Advisors Inc.10,136$517 06/30/2022
     AVDE10,136$517 06/30/2022
Capital Performance Advisors LLP9,836$501 06/30/2022
     AVDE9,836$501 06/30/2022
Merriman Wealth Management LLC9,679$493 06/30/2022
     AVDE9,679$493 06/30/2022
McLean Asset Management Corp9,889$491 06/30/2022
     AVDE9,889$491 06/30/2022
Life Planning Partners Inc9,335$477 06/30/2022
     AVDE9,335$477 06/30/2022
RS Crum Inc.9,215$470 06/30/2022
     AVDE9,215$470 06/30/2022
Marquette Asset Management LLC9,818$448 09/30/2022
     AVDE9,818$448 09/30/2022
Qube Research & Technologies Ltd7,411$378 06/30/2022
     AVDE7,411$378 06/30/2022
Change Path LLC7,336$374 06/30/2022
     AVDE7,336$374 06/30/2022
Global Retirement Partners LLC6,906$352 06/30/2022
     AVDE6,906$352 06/30/2022
Global Trust Asset Management LLC7,628$348 09/30/2022
     AVDE7,628$348 09/30/2022
Forum Financial Management LP6,378$325 06/30/2022
     AVDE6,378$325 06/30/2022
First National Bank Sioux Falls6,192$316 06/30/2022
     AVDE6,192$316 06/30/2022
IHT Wealth Management LLC5,984$305 06/30/2022
     AVDE5,984$305 06/30/2022
Private Advisor Group LLC5,761$294 06/30/2022
     AVDE5,761$294 06/30/2022
Level Financial Advisors Inc.5,164$263 06/30/2022
     AVDE5,164$263 06/30/2022
MML Investors Services LLC5,031$256 06/30/2022
     AVDE5,031$256 06/30/2022
Tarbox Family Office Inc.4,776$243 06/30/2022
     AVDE4,776$243 06/30/2022
Collective Family Office LLC4,492$229 06/30/2022
     AVDE4,492$229 06/30/2022
Visionary Wealth Advisors4,428$226 06/30/2022
     AVDE4,428$226 06/30/2022
Vista Capital Partners Inc.4,234$216 06/30/2022
     AVDE4,234$216 06/30/2022
M&T Bank Corp3,997$204 06/30/2022
     AVDE3,997$204 06/30/2022
Nations Financial Group Inc. IA ADV3,988$203 06/30/2022
     AVDE3,988$203 06/30/2022
Heritage Financial Services LLC3,115$158 06/30/2022
     AVDE3,115$158 06/30/2022
Asset Dedication LLC2,444$125 06/30/2022
     AVDE2,444$125 06/30/2022
BerganKDV Wealth Management LLC2,246$114 06/30/2022
     AVDE2,246$114 06/30/2022
Baldrige Asset Management LLC1,735$88 06/30/2022
     AVDE1,735$88 06/30/2022
Evoke Wealth LLC1,179$60 06/30/2022
     AVDE1,179$60 06/30/2022
Trustcore Financial Services LLC970$49 06/30/2022
     AVDE970$49 06/30/2022
Financial Advisory Service Inc.454$23 06/30/2022
     AVDE454$23 06/30/2022
Harbour Investments Inc.414$21 06/30/2022
     AVDE414$21 06/30/2022
Captrust Financial Advisors389$20 06/30/2022
     AVDE389$20 06/30/2022
Royal Bank of Canada263$13 06/30/2022
     AVDE263$13 06/30/2022
Private Trust Co. NA260$13 06/30/2022
     AVDE260$13 06/30/2022
Advisor Group Holdings Inc.163$8 06/30/2022
     AVDE163$8 06/30/2022
Trust Co72$4 06/30/2022
     AVDE72$4 06/30/2022
IFP Advisors Inc86$4 06/30/2022
     AVDE86$4 06/30/2022
Stonebridge Capital Advisors LLC58$3 06/30/2022
     AVDE58$3 06/30/2022
Key Financial Inc17$1 06/30/2022
     AVDE17$1 06/30/2022
FMR LLC1$0 06/30/2022
     AVDE1$0 06/30/2022
Proequities Inc.0$0 06/30/2022
     AVDE0$0 06/30/2022

See Summary: Institutional Holders of AVDE
See Details: Top 10 Hedge Funds Holding AVDE
Also See: AVDE Holdings Changes

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