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Funds Holding AVGE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Paragon Advisors LLC144,279$9,344 12/31/2023
     AVGE144,279$9,344 12/31/2023
Nova R Wealth Inc.102,385$7,149 03/31/2024
     AVGE102,385$7,149 03/31/2024
Intelligent Financial Strategies102,415$6,632 12/31/2023
     AVGE102,415$6,632 12/31/2023
Compass Ion Advisors LLC74,033$5,169 03/31/2024
     AVGE74,033$5,169 03/31/2024
Sprinkle Financial Consultants LLC50,792$3,546 03/31/2024
     AVGE50,792$3,546 03/31/2024
LPL Financial LLC45,218$2,928 12/31/2023
     AVGE45,218$2,928 12/31/2023
Index Fund Advisors Inc.44,784$2,900 12/31/2023
     AVGE44,784$2,900 12/31/2023
Commonwealth Equity Services LLC41,367$2,679 12/31/2023
     AVGE41,367$2,679 12/31/2023
CI Private Wealth LLC31,642$2,049 12/31/2023
     AVGE31,642$2,049 12/31/2023
Wealthstream Advisors Inc.31,399$2,033 12/31/2023
     AVGE31,399$2,033 12/31/2023
Meredith Wealth Planning26,238$1,832 03/31/2024
     AVGE26,238$1,832 03/31/2024
Advisory Services Network LLC28,172$1,824 12/31/2023
     AVGE28,172$1,824 12/31/2023
WCG Wealth Advisors LLC21,447$1,389 12/31/2023
     AVGE21,447$1,389 12/31/2023
Evanson Asset Management LLC19,106$1,334 03/31/2024
     AVGE19,106$1,334 03/31/2024
Aveo Capital Partners LLC19,586$1,268 12/31/2023
     AVGE19,586$1,268 12/31/2023
Fermata Advisors LLC17,959$1,254 03/31/2024
     AVGE17,959$1,254 03/31/2024
UMA Financial Services Inc.17,968$1,198 03/31/2024
     AVGE17,968$1,198 03/31/2024
Waypoint Capital Advisors LLC17,411$1,128 12/31/2023
     AVGE17,411$1,128 12/31/2023
Collaborative Wealth Managment Inc.16,286$1,055 12/31/2023
     AVGE16,286$1,055 12/31/2023
SC&H Financial Advisors Inc.12,804$829 12/31/2023
     AVGE12,804$829 12/31/2023
Oceanside Advisors LLC11,434$798 03/31/2024
     AVGE11,434$798 03/31/2024
MN Wealth Advisors LLC12,097$783 12/31/2023
     AVGE12,097$783 12/31/2023
Werba Rubin Papier Wealth Management11,659$755 12/31/2023
     AVGE11,659$755 12/31/2023
Sax Wealth Advisors LLC11,643$754 12/31/2023
     AVGE11,643$754 12/31/2023
TCG Advisory Services LLC9,302$602 12/31/2023
     AVGE9,302$602 12/31/2023
WMG Financial Advisors LLC9,257$599 12/31/2023
     AVGE9,257$599 12/31/2023
Apella Capital LLC8,173$568 03/31/2024
     AVGE8,173$568 03/31/2024
Plancorp LLC8,014$519 12/31/2023
     AVGE8,014$519 12/31/2023
Eaton Cambridge Inc.8,004$518 12/31/2023
     AVGE8,004$518 12/31/2023
Creative Planning7,814$506 12/31/2023
     AVGE7,814$506 12/31/2023
Vantage Financial Partners Ltd. Inc.7,331$475 12/31/2023
     AVGE7,331$475 12/31/2023
Waypoint Wealth Partners Inc.6,550$457 03/31/2024
     AVGE6,550$457 03/31/2024
Integrity Wealth Solutions LLC5,886$411 03/31/2024
     AVGE5,886$411 03/31/2024
Northwest Wealth Management LLC5,622$364 12/31/2023
     AVGE5,622$364 12/31/2023
Cambridge Investment Research Advisors Inc.4,731$330 03/31/2024
     AVGE4,731$330 03/31/2024
Lam Group Inc.4,688$327 03/31/2024
     AVGE4,688$327 03/31/2024
Barlow Wealth Partners Inc.4,472$303 03/31/2024
     AVGE4,472$303 03/31/2024
Creative Capital Management Investments LLC4,045$282 03/31/2024
     AVGE4,045$282 03/31/2024
WESPAC Advisors SoCal LLC3,660$256 03/31/2024
     AVGE3,660$256 03/31/2024
GEM Asset Management LLC3,526$228 12/31/2023
     AVGE3,526$228 12/31/2023
Arista Wealth Management LLC3,056$213 03/31/2024
     AVGE3,056$213 03/31/2024
Annapolis Financial Services LLC2,531$177 03/31/2024
     AVGE2,531$177 03/31/2024
Orion Capital Management LLC1,055$68 12/31/2023
     AVGE1,055$68 12/31/2023
Red Lighthouse Investment Management LLC1,023$66 12/31/2023
     AVGE1,023$66 12/31/2023
Valued Wealth Advisors LLC786$51 12/31/2023
     AVGE786$51 12/31/2023
Moisand Fitzgerald Tamayo LLC614$43 03/31/2024
     AVGE614$43 03/31/2024
GPS Wealth Strategies Group LLC637$41 12/31/2023
     AVGE637$41 12/31/2023
EverSource Wealth Advisors LLC622$40 12/31/2023
     AVGE622$40 12/31/2023
Global Trust Asset Management LLC418$29 03/31/2024
     AVGE418$29 03/31/2024
CVA Family Office LLC308$22 03/31/2024
     AVGE308$22 03/31/2024
Private Wealth Management Group LLC300$19 12/31/2023
     AVGE300$19 12/31/2023
Beaird Harris Wealth Management LLC249$16 12/31/2023
     AVGE249$16 12/31/2023
Bank of Montreal Can208$14 12/31/2023
     AVGE208$14 12/31/2023
JJJ Advisors Inc.77$5 03/31/2024
     AVGE77$5 03/31/2024
Advisor Group Holdings Inc.65$4 12/31/2023
     AVGE65$4 12/31/2023
SJS Investment Consulting Inc.19$1 03/31/2024
     AVGE19$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     AVGE0$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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