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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Merriman Wealth Management LLC | 282,835 | $15,893 | 12/31/2023 |
AVSU | 282,835 | $15,893 | 12/31/2023 |
Clarity Asset Management Inc. | 269,110 | $15,121 | 12/31/2023 |
AVSU | 269,110 | $15,121 | 12/31/2023 |
CI Private Wealth LLC | 160,143 | $8,998 | 12/31/2023 |
AVSU | 160,143 | $8,998 | 12/31/2023 |
Warren Averett Asset Management LLC | 139,165 | $7,820 | 12/31/2023 |
AVSU | 139,165 | $7,820 | 12/31/2023 |
Commonwealth Equity Services LLC | 112,550 | $6,324 | 12/31/2023 |
AVSU | 112,550 | $6,324 | 12/31/2023 |
Northland Capital Management LLC | 81,933 | $5,033 | 03/31/2024 |
AVSU | 81,933 | $5,033 | 03/31/2024 |
Highland Financial Advisors LLC | 61,925 | $3,480 | 12/31/2023 |
AVSU | 61,925 | $3,480 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 59,496 | $3,343 | 12/31/2023 |
AVSU | 59,496 | $3,343 | 12/31/2023 |
HighTower Advisors LLC | 53,920 | $3,033 | 12/31/2023 |
AVSU | 53,920 | $3,033 | 12/31/2023 |
Mariner LLC | 49,394 | $2,775 | 12/31/2023 |
AVSU | 49,394 | $2,775 | 12/31/2023 |
Trellis Wealth Advisors LLC | 33,949 | $2,085 | 03/31/2024 |
AVSU | 33,949 | $2,085 | 03/31/2024 |
AWM Capital LLC | 32,893 | $2,020 | 03/31/2024 |
AVSU | 32,893 | $2,020 | 03/31/2024 |
LPL Financial LLC | 25,035 | $1,407 | 12/31/2023 |
AVSU | 25,035 | $1,407 | 12/31/2023 |
Diversified Portfolios Inc. | 24,010 | $1,349 | 12/31/2023 |
AVSU | 24,010 | $1,349 | 12/31/2023 |
Wealthstream Advisors Inc. | 23,206 | $1,304 | 12/31/2023 |
AVSU | 23,206 | $1,304 | 12/31/2023 |
Trademark Financial Management LLC | 23,144 | $1,300 | 12/31/2023 |
AVSU | 23,144 | $1,300 | 12/31/2023 |
Vista Capital Partners Inc. | 21,559 | $1,211 | 12/31/2023 |
AVSU | 21,559 | $1,211 | 12/31/2023 |
Journey Strategic Wealth LLC | 21,121 | $1,187 | 12/31/2023 |
AVSU | 21,121 | $1,187 | 12/31/2023 |
PrairieView Partners LLC | 18,566 | $1,043 | 12/31/2023 |
AVSU | 18,566 | $1,043 | 12/31/2023 |
Hill Investment Group Partners LLC | 14,688 | $825 | 12/31/2023 |
AVSU | 14,688 | $825 | 12/31/2023 |
Citadel Advisors LLC | 14,494 | $814 | 12/31/2023 |
AVSU | 14,494 | $814 | 12/31/2023 |
Goldman Sachs Group Inc. | 13,136 | $738 | 12/31/2023 |
AVSU | 13,136 | $738 | 12/31/2023 |
WMS Partners LLC | 10,397 | $584 | 12/31/2023 |
AVSU | 10,397 | $584 | 12/31/2023 |
JPMorgan Chase & Co. | 10,336 | $581 | 12/31/2023 |
AVSU | 10,336 | $581 | 12/31/2023 |
Susquehanna International Group LLP | 9,129 | $513 | 12/31/2023 |
AVSU | 9,129 | $513 | 12/31/2023 |
Orion Capital Management LLC | 8,240 | $463 | 12/31/2023 |
AVSU | 8,240 | $463 | 12/31/2023 |
TCI Wealth Advisors Inc. | 6,018 | $338 | 12/31/2023 |
AVSU | 6,018 | $338 | 12/31/2023 |
Plancorp LLC | 5,250 | $295 | 12/31/2023 |
AVSU | 5,250 | $295 | 12/31/2023 |
Quarry Hill Advisors LLC | 4,301 | $264 | 03/31/2024 |
AVSU | 4,301 | $264 | 03/31/2024 |
LexAurum Advisors LLC | 4,034 | $248 | 03/31/2024 |
AVSU | 4,034 | $248 | 03/31/2024 |
Kelman Lazarov Inc. | 4,006 | $225 | 12/31/2023 |
AVSU | 4,006 | $225 | 12/31/2023 |
North Ridge Wealth Advisors Inc. | 3,607 | $222 | 03/31/2024 |
AVSU | 3,607 | $222 | 03/31/2024 |
Tortoise Investment Management LLC | 3,910 | $220 | 12/31/2023 |
AVSU | 3,910 | $220 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 3,302 | $203 | 03/31/2024 |
AVSU | 3,302 | $203 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 2,331 | $131 | 12/31/2023 |
AVSU | 2,331 | $131 | 12/31/2023 |
Bfsg LLC | 1,300 | $80 | 03/31/2024 |
AVSU | 1,300 | $80 | 03/31/2024 |
Signature Resources Capital Management LLC | 1,055 | $59 | 03/31/2024 |
AVSU | 1,055 | $59 | 03/31/2024 |
ZRC Wealth Management LLC | 968 | $59 | 03/31/2024 |
AVSU | 968 | $59 | 03/31/2024 |
Grand Wealth Management LLC | 934 | $52 | 12/31/2023 |
AVSU | 934 | $52 | 12/31/2023 |
Advisor Group Holdings Inc. | 808 | $45 | 12/31/2023 |
AVSU | 808 | $45 | 12/31/2023 |
WealthCollab LLC | 543 | $31 | 12/31/2023 |
AVSU | 543 | $31 | 12/31/2023 |
Asset Dedication LLC | 345 | $21 | 03/31/2024 |
AVSU | 345 | $21 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AVSU | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVSU
See Details: Top 10 Hedge Funds Holding AVSU
Also See: AVSU Holdings Changes
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