CUSIP 025072562AVANTIS CORE FIAVIGQ4 2025
1 filings · latest Jun 21, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 21, 2024 | Verus Financial Partners, Inc. | 13G | 6.7% | 1.16M | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 6.09M | $255.27M |
| 2 | Morgan Stanley | 2.37M | $99.22M |
| 3 | Envestnet Asset Management Inc | 1.78M | $74.43M |
| 4 | Verus Financial Partners, Inc. | 1.47M | $61.99M |
| 5 | Hill Investment Group Partners, LLC | 1.39M | $58.07M |
| 6 | Simplicity Wealth,LLC | 1.16M | $48.65M |
| 7 | Pacific Life Fund Advisors LLC | 1.12M | $47.08M |
| 8 | Lpl Financial LLC | 978.2K | $41.01M |
| 9 |
| Great Valley Advisor Group, Inc. |
| 906.4K |
| $38.00M |
| 10 | Arax Advisory Partners | 774.3K | $32.46M |