There is a long list of 293 institutional holders of AVDE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AVDE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVDE table below, the initial column indicates the name of each top institutional holder of AVDE, with a link to that fund's top holdings. The next columns indicate the amount of AVDE stock held by each of the institutional holders of AVDE, followed by the AVDE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Wealth Enhancement Advisory Services LLC	4,109,921	$261,966	03/31/2024
AVDE	4,109,921	$261,966	03/31/2024
HighTower Advisors LLC	2,367,030	$143,037	12/31/2023
AVDE	2,367,030	$143,037	12/31/2023
Annex Advisory Services LLC	2,075,377	$132,285	03/31/2024
AVDE	2,075,377	$132,285	03/31/2024
Rockwood Wealth Management LLC	1,864,196	$112,653	12/31/2023
AVDE	1,864,196	$112,653	12/31/2023
WMS Partners LLC	1,668,656	$100,837	12/31/2023
AVDE	1,668,656	$100,837	12/31/2023
American Century Companies Inc.	1,650,792	$99,757	12/31/2023
AVDE	1,650,792	$99,757	12/31/2023
Creative Planning	1,104,188	$66,726	12/31/2023
AVDE	1,104,188	$66,726	12/31/2023
LPL Financial LLC	998,332	$60,329	12/31/2023
AVDE	998,332	$60,329	12/31/2023
Waypoint Wealth Partners Inc.	938,231	$56,697	12/31/2023
AVDE	938,231	$56,697	12/31/2023
Plancorp LLC	925,641	$55,937	12/31/2023
AVDE	925,641	$55,937	12/31/2023
Vista Wealth Management Group LLC	913,037	$55,175	12/31/2023
AVDE	913,037	$55,175	12/31/2023
PrairieView Partners LLC	811,561	$49,043	12/31/2023
AVDE	811,561	$49,043	12/31/2023
Envestnet Asset Management Inc.	773,993	$46,772	12/31/2023
AVDE	773,993	$46,772	12/31/2023
CI Private Wealth LLC	763,386	$46,131	12/31/2023
AVDE	763,386	$46,131	12/31/2023
Werba Rubin Papier Wealth Management	730,242	$44,129	12/31/2023
AVDE	730,242	$44,129	12/31/2023
Northwestern Mutual Wealth Management Co.	684,382	$41,357	12/31/2023
AVDE	684,382	$41,357	12/31/2023
Pacific Life Fund Advisors LLC	670,654	$40,528	12/31/2023
AVDE	670,654	$40,528	12/31/2023
Versant Capital Management Inc	613,926	$39,132	03/31/2024
AVDE	613,926	$39,132	03/31/2024
Resources Investment Advisors LLC.	639,641	$38,654	12/31/2023
AVDE	639,641	$38,654	12/31/2023
ESL Trust Services LLC	638,444	$38,581	12/31/2023
AVDE	638,444	$38,581	12/31/2023
Atwood & Palmer Inc.	593,902	$37,855	03/31/2024
AVDE	593,902	$37,855	03/31/2024
Waypoint Capital Advisors LLC	612,907	$37,038	12/31/2023
AVDE	612,907	$37,038	12/31/2023
Executive Wealth Management LLC	594,113	$35,902	12/31/2023
AVDE	594,113	$35,902	12/31/2023
JPMorgan Chase & Co.	564,586	$34,118	12/31/2023
AVDE	564,586	$34,118	12/31/2023
Greenup Street Wealth Management LLC	552,673	$33,398	12/31/2023
AVDE	552,673	$33,398	12/31/2023
Morgan Stanley	508,133	$30,707	12/31/2023
AVDE	508,133	$30,707	12/31/2023
Garrett Investment Advisors LLC	462,883	$29,504	03/31/2024
AVDE	462,883	$29,504	03/31/2024
JJJ Advisors Inc.	457,652	$29,171	03/31/2024
AVDE	457,652	$29,171	03/31/2024
RVW Wealth LLC	449,570	$28,656	03/31/2024
AVDE	449,570	$28,656	03/31/2024
Bank of America Corp DE	457,365	$27,639	12/31/2023
AVDE	457,365	$27,639	12/31/2023
Raymond James Financial Services Advisors Inc.	441,818	$26,699	12/31/2023
AVDE	441,818	$26,699	12/31/2023
CWM LLC	416,074	$26,521	03/31/2024
AVDE	416,074	$26,521	03/31/2024
Diversified Portfolios Inc.	389,574	$23,542	12/31/2023
AVDE	389,574	$23,542	12/31/2023
Wells Fargo & Company MN	354,175	$21,403	12/31/2023
AVDE	354,175	$21,403	12/31/2023
Quantum Financial Advisors LLC	350,385	$21,174	12/31/2023
AVDE	350,385	$21,174	12/31/2023
Family Investment Center Inc.	338,821	$20,475	12/31/2023
AVDE	338,821	$20,475	12/31/2023
UBS Group AG	333,032	$20,125	12/31/2023
AVDE	333,032	$20,125	12/31/2023
Red Lighthouse Investment Management LLC	318,086	$19,222	12/31/2023
AVDE	318,086	$19,222	12/31/2023
TCG Advisory Services LLC	315,870	$19,088	12/31/2023
AVDE	315,870	$19,088	12/31/2023
Tarbox Family Office Inc.	283,451	$18,067	03/31/2024
AVDE	283,451	$18,067	03/31/2024
Cardiff Park Advisors LLC	295,217	$17,840	12/31/2023
AVDE	295,217	$17,840	12/31/2023
Annapolis Financial Services LLC	277,964	$17,717	03/31/2024
AVDE	277,964	$17,717	03/31/2024
BCR Wealth Strategies LLC	293,061	$17,709	12/31/2023
AVDE	293,061	$17,709	12/31/2023
Krilogy Financial LLC	287,183	$17,354	12/31/2023
AVDE	287,183	$17,354	12/31/2023
SC&H Financial Advisors Inc.	278,653	$16,839	12/31/2023
AVDE	278,653	$16,839	12/31/2023
Bridgewater Advisors Inc.	272,233	$16,451	12/31/2023
AVDE	272,233	$16,451	12/31/2023
Grand Wealth Management LLC	268,763	$16,241	12/31/2023
AVDE	268,763	$16,241	12/31/2023
Trellis Wealth Advisors LLC	260,148	$15,721	12/31/2023
AVDE	260,148	$15,721	12/31/2023
Fifth Third Bancorp	251,586	$15,203	12/31/2023
AVDE	251,586	$15,203	12/31/2023
Highland Financial Advisors LLC	249,522	$15,079	12/31/2023
AVDE	249,522	$15,079	12/31/2023

See All: Funds Holding AVDE
See Details: Top 10 Hedge Funds Holding AVDE
Also See: AVDE Holdings Changes

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