Ticker: AVMU CUSIP: 025072695 Class: CORE MUNI FXD IN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Mattern Wealth Management LLC | 12,793 | $592 |
| AXXCESS WEALTH MANAGEMENT, LLC | 53,554 | $2,476 |
| OLD MISSION CAPITAL LLC | 24,273 | $1,122 |
| Kestra Advisory Services, LLC | 5,628 | $260 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 8,972 | 48,525 | +39,553 (+440.8%) |
| Tortoise Investment Management, LLC | 28,501 | 37,585 | +9,084 (+31.9%) |
| FLOW TRADERS U.S. LLC | 5,043 | 44,100 | +39,057 (+774.5%) |
| SAX WEALTH ADVISORS, LLC | 107,004 | 111,888 | +4,884 (+4.6%) |
| Savant Capital, LLC | 56,015 | 70,477 | +14,462 (+25.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 770,809 | 804,498 | +33,689 (+4.4%) |
| Visionary Wealth Advisors | 47,737 | 48,880 | +1,143 (+2.4%) |
| Fourth Dimension Wealth, LLC | 3,888 | 4,123 | +235 (+6.0%) |
| MML INVESTORS SERVICES, LLC | 5,360 | 6,776 | +1,416 (+26.4%) |
| NewEdge Advisors, LLC | 20,587 | 21,152 | +565 (+2.7%) |
| FAS Wealth Partners, Inc. | 4,408 | 4,461 | +53 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 211,835 | 186,332 | -25,503 (-12.0%) |
| Landmark Wealth Management, LLC | 18,337 | 17,073 | -1,264 (-6.9%) |
| Crews Bank & Trust | 15,127 | 13,398 | -1,729 (-11.4%) |
| JANE STREET GROUP, LLC | 179,510 | 14,095 | -165,415 (-92.1%) |
| Financial Engines Advisors L.L.C. | 63,653 | 55,508 | -8,145 (-12.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 84,405 | 81,116 | -3,289 (-3.9%) |
| LPL Financial LLC | 70,031 | 68,395 | -1,636 (-2.3%) |
| Dogwood Wealth Management LLC | 3,317 | 3,276 | -41 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WCG Wealth Advisors LLC | 13,593 | $620 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,162 | $965 |
| UBS Group AG | 354 | $16 |