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On this page, we present all of the funds holding AVGE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding AVGE, with a link to that fund's top holdings. The next columns
indicate the amount of AVGE stock held by each of the funds holding AVGE, followed by the AVGE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 56 funds holding AVGE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Paragon Advisors LLC. For more details on the positions held by Paragon Advisors LLC
(or by any of the other funds holding AVGE), click the fund name in the "Holder" column of the funds-holding-AVGE table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Paragon Advisors LLC | 144,279 | $9,344 | 12/31/2023 | AVGE | 144,279 | $9,344 | 12/31/2023 | Nova R Wealth Inc. | 102,385 | $7,149 | 03/31/2024 | AVGE | 102,385 | $7,149 | 03/31/2024 | Intelligent Financial Strategies | 102,415 | $6,632 | 12/31/2023 | AVGE | 102,415 | $6,632 | 12/31/2023 | Compass Ion Advisors LLC | 74,033 | $5,169 | 03/31/2024 | AVGE | 74,033 | $5,169 | 03/31/2024 | Sprinkle Financial Consultants LLC | 50,792 | $3,546 | 03/31/2024 | AVGE | 50,792 | $3,546 | 03/31/2024 | LPL Financial LLC | 45,218 | $2,928 | 12/31/2023 | AVGE | 45,218 | $2,928 | 12/31/2023 | Index Fund Advisors Inc. | 44,784 | $2,900 | 12/31/2023 | AVGE | 44,784 | $2,900 | 12/31/2023 | Commonwealth Equity Services LLC | 41,367 | $2,679 | 12/31/2023 | AVGE | 41,367 | $2,679 | 12/31/2023 | CI Private Wealth LLC | 31,642 | $2,049 | 12/31/2023 | AVGE | 31,642 | $2,049 | 12/31/2023 | Wealthstream Advisors Inc. | 31,399 | $2,033 | 12/31/2023 | AVGE | 31,399 | $2,033 | 12/31/2023 | Meredith Wealth Planning | 26,238 | $1,832 | 03/31/2024 | AVGE | 26,238 | $1,832 | 03/31/2024 | Advisory Services Network LLC | 28,172 | $1,824 | 12/31/2023 | AVGE | 28,172 | $1,824 | 12/31/2023 | WCG Wealth Advisors LLC | 21,447 | $1,389 | 12/31/2023 | AVGE | 21,447 | $1,389 | 12/31/2023 | Evanson Asset Management LLC | 19,106 | $1,334 | 03/31/2024 | AVGE | 19,106 | $1,334 | 03/31/2024 | Aveo Capital Partners LLC | 19,586 | $1,268 | 12/31/2023 | AVGE | 19,586 | $1,268 | 12/31/2023 | Fermata Advisors LLC | 17,959 | $1,254 | 03/31/2024 | AVGE | 17,959 | $1,254 | 03/31/2024 | UMA Financial Services Inc. | 17,968 | $1,198 | 03/31/2024 | AVGE | 17,968 | $1,198 | 03/31/2024 | Waypoint Capital Advisors LLC | 17,411 | $1,128 | 12/31/2023 | AVGE | 17,411 | $1,128 | 12/31/2023 | Collaborative Wealth Managment Inc. | 16,286 | $1,055 | 12/31/2023 | AVGE | 16,286 | $1,055 | 12/31/2023 | SC&H Financial Advisors Inc. | 12,804 | $829 | 12/31/2023 | AVGE | 12,804 | $829 | 12/31/2023 | Oceanside Advisors LLC | 11,434 | $798 | 03/31/2024 | AVGE | 11,434 | $798 | 03/31/2024 | MN Wealth Advisors LLC | 12,097 | $783 | 12/31/2023 | AVGE | 12,097 | $783 | 12/31/2023 | Werba Rubin Papier Wealth Management | 11,659 | $755 | 12/31/2023 | AVGE | 11,659 | $755 | 12/31/2023 | Sax Wealth Advisors LLC | 11,643 | $754 | 12/31/2023 | AVGE | 11,643 | $754 | 12/31/2023 | TCG Advisory Services LLC | 9,302 | $602 | 12/31/2023 | AVGE | 9,302 | $602 | 12/31/2023 | WMG Financial Advisors LLC | 9,257 | $599 | 12/31/2023 | AVGE | 9,257 | $599 | 12/31/2023 | Apella Capital LLC | 8,173 | $568 | 03/31/2024 | AVGE | 8,173 | $568 | 03/31/2024 | Plancorp LLC | 8,014 | $519 | 12/31/2023 | AVGE | 8,014 | $519 | 12/31/2023 | Eaton Cambridge Inc. | 8,004 | $518 | 12/31/2023 | AVGE | 8,004 | $518 | 12/31/2023 | Creative Planning | 7,814 | $506 | 12/31/2023 | AVGE | 7,814 | $506 | 12/31/2023 | Vantage Financial Partners Ltd. Inc. | 7,331 | $475 | 12/31/2023 | AVGE | 7,331 | $475 | 12/31/2023 | Waypoint Wealth Partners Inc. | 6,550 | $457 | 03/31/2024 | AVGE | 6,550 | $457 | 03/31/2024 | Integrity Wealth Solutions LLC | 5,886 | $411 | 03/31/2024 | AVGE | 5,886 | $411 | 03/31/2024 | Northwest Wealth Management LLC | 5,622 | $364 | 12/31/2023 | AVGE | 5,622 | $364 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 4,731 | $330 | 03/31/2024 | AVGE | 4,731 | $330 | 03/31/2024 | Lam Group Inc. | 4,688 | $327 | 03/31/2024 | AVGE | 4,688 | $327 | 03/31/2024 | Barlow Wealth Partners Inc. | 4,472 | $303 | 03/31/2024 | AVGE | 4,472 | $303 | 03/31/2024 | Creative Capital Management Investments LLC | 4,045 | $282 | 03/31/2024 | AVGE | 4,045 | $282 | 03/31/2024 | WESPAC Advisors SoCal LLC | 3,660 | $256 | 03/31/2024 | AVGE | 3,660 | $256 | 03/31/2024 | GEM Asset Management LLC | 3,526 | $228 | 12/31/2023 | AVGE | 3,526 | $228 | 12/31/2023 | Arista Wealth Management LLC | 3,056 | $213 | 03/31/2024 | AVGE | 3,056 | $213 | 03/31/2024 | Annapolis Financial Services LLC | 2,531 | $177 | 03/31/2024 | AVGE | 2,531 | $177 | 03/31/2024 | Orion Capital Management LLC | 1,055 | $68 | 12/31/2023 | AVGE | 1,055 | $68 | 12/31/2023 | Red Lighthouse Investment Management LLC | 1,023 | $66 | 12/31/2023 | AVGE | 1,023 | $66 | 12/31/2023 | Valued Wealth Advisors LLC | 786 | $51 | 12/31/2023 | AVGE | 786 | $51 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 614 | $43 | 03/31/2024 | AVGE | 614 | $43 | 03/31/2024 | GPS Wealth Strategies Group LLC | 637 | $41 | 12/31/2023 | AVGE | 637 | $41 | 12/31/2023 | EverSource Wealth Advisors LLC | 622 | $40 | 12/31/2023 | AVGE | 622 | $40 | 12/31/2023 | Global Trust Asset Management LLC | 418 | $29 | 03/31/2024 | AVGE | 418 | $29 | 03/31/2024 | CVA Family Office LLC | 308 | $22 | 03/31/2024 | AVGE | 308 | $22 | 03/31/2024 | Private Wealth Management Group LLC | 300 | $19 | 12/31/2023 | AVGE | 300 | $19 | 12/31/2023 | Beaird Harris Wealth Management LLC | 249 | $16 | 12/31/2023 | AVGE | 249 | $16 | 12/31/2023 | Bank of Montreal Can | 208 | $14 | 12/31/2023 | AVGE | 208 | $14 | 12/31/2023 | JJJ Advisors Inc. | 77 | $5 | 03/31/2024 | AVGE | 77 | $5 | 03/31/2024 | Advisor Group Holdings Inc. | 65 | $4 | 12/31/2023 | AVGE | 65 | $4 | 12/31/2023 | SJS Investment Consulting Inc. | 19 | $1 | 03/31/2024 | AVGE | 19 | $1 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | AVGE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVGE
See Details: Top 10 Hedge Funds Holding AVGE
Also See: AVGE Holdings Changes
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