Modera Wealth Management, LLC has added 1,506,131 shares of $AVDV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AVDV.
$AVDV Hedge Fund Activity
We have seen 276 institutional investors add shares of $AVDV stock to their portfolio, and 130 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JONES FINANCIAL COMPANIES LLLP removed 11,284,421 shares (-65.7%) from their portfolio in Q4 2024, for an estimated $734,390,118
- CREATIVE PLANNING added 3,279,469 shares (+51.7%) to their portfolio in Q4 2024, for an estimated $213,427,842
- MODERA WEALTH MANAGEMENT, LLC added 1,506,131 shares (+979.8%) to their portfolio in Q1 2025, for an estimated $105,037,575
- ENVESTNET ASSET MANAGEMENT INC added 1,171,022 shares (+118.1%) to their portfolio in Q1 2025, for an estimated $81,667,074
- SAVANT CAPITAL, LLC added 859,190 shares (+8.7%) to their portfolio in Q1 2025, for an estimated $59,919,910
- CITADEL ADVISORS LLC added 590,581 shares (+4377.6%) to their portfolio in Q4 2024, for an estimated $38,435,011
- SEQUOIA FINANCIAL ADVISORS, LLC added 580,604 shares (+inf%) to their portfolio in Q1 2025, for an estimated $40,491,322
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AVDV ticker page for more data.
