HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AVMU Share Count | ||||
| UBS Group AG | 27 | 1,108 | +1,081 | +4003.70% |
| Jane Street Group LLC | 86,062 | 182,042 | +95,980 | +111.52% |
| Flow Traders U.S. LLC | 5,372 | 8,680 | +3,308 | +61.58% |
| Envestnet Asset Management Inc. | 545,214 | 598,220 | +53,006 | +9.72% |
| LPL Financial LLC | 27,645 | 29,733 | +2,088 | +7.55% |
| Commonwealth Equity Services LLC | 74,247 | 76,183 | +1,936 | +2.61% |
| Mattern Wealth Management LLC | 207,747 | 211,993 | +4,246 | +2.04% |
| Advisory Resource Group | 39,874 | 40,620 | +746 | +1.87% |
| Strategic Blueprint LLC | 43,124 | 43,653 | +529 | +1.23% |
| 13F Filers Reporting New Positions In AVMU | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Bank of Montreal Can | 0 | 3,788 | +3,788 | +100% |
| Financial Advisory Service Inc. | 0 | 4,068 | +4,068 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 7,310 | +7,310 | +100% |
| Financial Partners Group Inc | 0 | 181,713 | +181,713 | +100% |
| Apella Capital LLC | 0 | 7,651 | +7,651 | +100% |
| Visionary Wealth Advisors | 0 | 17,534 | +17,534 | +100% |
| ML & R Wealth Management LLC | 0 | 5,468 | +5,468 | +100% |
| Beaird Harris Wealth Management LLC | 0 | 260,940 | +260,940 | +100% |
| BetterWealth LLC | 0 | 36,701 | +36,701 | +100% |
| CI Private Wealth LLC | 0 | 17,398 | +17,398 | +100% |
| Hill Investment Group Partners LLC | 0 | 8,410 | +8,410 | +100% |
| Farther Finance Advisors LLC | 0 | 2,814 | +2,814 | +100% |
| Oceanside Advisors LLC | 0 | 6,704 | +6,704 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Comerica Bank | 3,843 | 3,843 | UNCH | 0.00% |
| Warren Averett Asset Management LLC | 31,950 | 31,950 | UNCH | 0.00% |
| Tortoise Investment Management LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Plancorp LLC | 144,218 | 144,218 | UNCH | 0.00% |
| Mutual Advisors LLC | 10,242 | 10,242 | UNCH | 0.00% |
| Websterrogers Financial Advisors LLC | 7,802 | 7,802 | UNCH | 0.00% |
| 13F Filers Decreasing AVMU Share Count | ||||
| Strategic Financial Concepts LLC | 49,409 | 21,297 | -28,112 | -56.90% |
| Landmark Wealth Management LLC | 16,789 | 10,917 | -5,872 | -34.98% |
| PrairieView Partners LLC | 39,559 | 36,052 | -3,507 | -8.87% |
| Cambridge Investment Research Advisors Inc. | 16,950 | 16,203 | -747 | -4.41% |
| Forum Financial Management LP | 97,098 | 96,362 | -736 | -0.76% |
| 13F Filers Exiting AVMU | ||||
| WorthPointe LLC | 18,777 | 0 | -18,777 | -100.00% |
| Advisor Group Holdings Inc. | 9,392 | 0 | -9,392 | -100.00% |
| Evanson Asset Management LLC | 12,284 | 0 | -12,284 | -100.00% |
See Summary: Institutional Holders of AVMU
See Details: Top 10 Hedge Funds Holding AVMU
