· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $53.60Day +0.08%Off 52W high −2.2%Vol (1Y) 15.5%
Daily closing price, split-adjusted to the current basis; 0.4y shown of 112 bars on file. Sampled to 112 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
AVTM is not in the screener universe.
No return windows available for AVTM.
| Ann. volatility (1Y)15.5% |
| Ann. volatility (3Y)15.5% |
| Sharpe (1Y)1.17 |
| Sharpe (3Y)1.17 |
| Max drawdown (1Y)−9.2% |
| Max drawdown (3Y)−9.2% |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Cresset Asset Management, LLC | 1.6M | $73M | — | new |
| Torren Management, LLC | 1.2M | $58M | — | new |
| Fortitude Family Office, LLC | 710,489 | $33M | — | new |
| EVOKE WEALTH, LLC | 624,484 | $29M | — | new |
| Global Strategic Investment Solutions, LLC | 500,872 | $24M | — | new |
| Tarbox Family Office, Inc. | 397,466 | $19M | — | new |
| Relyea Zuckerberg Hanson LLC | 371,216 | $17M | — | new |
| Sanctuary Advisors, LLC | 282,376 | $13M | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for AVTM.
