HoldingsChannel.com
Funds Holding AVSU

On this page, we present all of the funds holding AVSU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVSU, with a link to that fund's top holdings. The next columns indicate the amount of AVSU stock held by each of the funds holding AVSU, followed by the AVSU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding AVSU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Merriman Wealth Management LLC. For more details on the positions held by Merriman Wealth Management LLC (or by any of the other funds holding AVSU), click the fund name in the "Holder" column of the funds-holding-AVSU table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Merriman Wealth Management LLC282,835$15,893 12/31/2023
     AVSU282,835$15,893 12/31/2023
Clarity Asset Management Inc.269,110$15,121 12/31/2023
     AVSU269,110$15,121 12/31/2023
CI Private Wealth LLC160,143$8,998 12/31/2023
     AVSU160,143$8,998 12/31/2023
Warren Averett Asset Management LLC139,165$7,820 12/31/2023
     AVSU139,165$7,820 12/31/2023
Commonwealth Equity Services LLC112,550$6,324 12/31/2023
     AVSU112,550$6,324 12/31/2023
Northland Capital Management LLC81,933$5,033 03/31/2024
     AVSU81,933$5,033 03/31/2024
Highland Financial Advisors LLC61,925$3,480 12/31/2023
     AVSU61,925$3,480 12/31/2023
Willow Creek Wealth Management Inc.59,496$3,343 12/31/2023
     AVSU59,496$3,343 12/31/2023
HighTower Advisors LLC53,920$3,033 12/31/2023
     AVSU53,920$3,033 12/31/2023
Mariner LLC49,394$2,775 12/31/2023
     AVSU49,394$2,775 12/31/2023
Trellis Wealth Advisors LLC33,949$2,085 03/31/2024
     AVSU33,949$2,085 03/31/2024
AWM Capital LLC32,893$2,020 03/31/2024
     AVSU32,893$2,020 03/31/2024
LPL Financial LLC25,035$1,407 12/31/2023
     AVSU25,035$1,407 12/31/2023
Diversified Portfolios Inc.24,010$1,349 12/31/2023
     AVSU24,010$1,349 12/31/2023
Wealthstream Advisors Inc.23,206$1,304 12/31/2023
     AVSU23,206$1,304 12/31/2023
Trademark Financial Management LLC23,144$1,300 12/31/2023
     AVSU23,144$1,300 12/31/2023
Vista Capital Partners Inc.21,559$1,211 12/31/2023
     AVSU21,559$1,211 12/31/2023
Journey Strategic Wealth LLC21,121$1,187 12/31/2023
     AVSU21,121$1,187 12/31/2023
PrairieView Partners LLC18,566$1,043 12/31/2023
     AVSU18,566$1,043 12/31/2023
Hill Investment Group Partners LLC14,688$825 12/31/2023
     AVSU14,688$825 12/31/2023
Citadel Advisors LLC14,494$814 12/31/2023
     AVSU14,494$814 12/31/2023
Goldman Sachs Group Inc.13,136$738 12/31/2023
     AVSU13,136$738 12/31/2023
WMS Partners LLC10,397$584 12/31/2023
     AVSU10,397$584 12/31/2023
JPMorgan Chase & Co.10,336$581 12/31/2023
     AVSU10,336$581 12/31/2023
Susquehanna International Group LLP9,129$513 12/31/2023
     AVSU9,129$513 12/31/2023
Orion Capital Management LLC8,240$463 12/31/2023
     AVSU8,240$463 12/31/2023
TCI Wealth Advisors Inc.6,018$338 12/31/2023
     AVSU6,018$338 12/31/2023
Plancorp LLC5,250$295 12/31/2023
     AVSU5,250$295 12/31/2023
Quarry Hill Advisors LLC4,301$264 03/31/2024
     AVSU4,301$264 03/31/2024
LexAurum Advisors LLC4,034$248 03/31/2024
     AVSU4,034$248 03/31/2024
Kelman Lazarov Inc.4,006$225 12/31/2023
     AVSU4,006$225 12/31/2023
North Ridge Wealth Advisors Inc.3,607$222 03/31/2024
     AVSU3,607$222 03/31/2024
Tortoise Investment Management LLC3,910$220 12/31/2023
     AVSU3,910$220 12/31/2023
Sprinkle Financial Consultants LLC3,302$203 03/31/2024
     AVSU3,302$203 03/31/2024
Red Lighthouse Investment Management LLC2,331$131 12/31/2023
     AVSU2,331$131 12/31/2023
Bfsg LLC1,300$80 03/31/2024
     AVSU1,300$80 03/31/2024
Signature Resources Capital Management LLC1,055$59 03/31/2024
     AVSU1,055$59 03/31/2024
ZRC Wealth Management LLC968$59 03/31/2024
     AVSU968$59 03/31/2024
Grand Wealth Management LLC934$52 12/31/2023
     AVSU934$52 12/31/2023
Advisor Group Holdings Inc.808$45 12/31/2023
     AVSU808$45 12/31/2023
WealthCollab LLC543$31 12/31/2023
     AVSU543$31 12/31/2023
Asset Dedication LLC345$21 03/31/2024
     AVSU345$21 03/31/2024
Proequities Inc.0$0 12/31/2023
     AVSU0$0 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree AVSU Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding AVSU | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.