Mason Investment Advisory Services, Inc. Purchases and Sells in Q1 2025

Mason Investment Advisory Services, Inc.

31 operations

Stock	Shares change	Price Range	Shares Held
VLUE	27.6K + 0.6%	$104.89 - $113.56 $2.89M - $3.13M	4.62M $492B
VSS	6.14K + 0.32%	$110.75 - $119.78 $680K - $735K	1.94M $224B
CGDV	55.3K + 17.05%	$34.95 - $37.36 $1.93M - $2.06M	379K $13.5B
CGGR	36.7K + 24.57%	$33.98 - $39.84 $1.25M - $1.46M	186K $6.37B
VNQI	5.89K + 3.59%	$38.22 - $41.19 $225K - $242K	170K $6.87B
ACI	568 + 0.73%	$19.58 - $22.02 $11.1K - $12.5K	78.1K $1.72B

4 operations

Stock	Shares change	Price Range	Shares Held
DTE	7.29K New	$117.6 - $138.27 $857K - $1.01M	7.29K $1.01B
DTM	4.12K New	$86.95 - $113.75 $358K - $468K	4.12K $397M
AOA	4.91K New	$75.7 - $80.01 $372K - $393K	4.91K $376M
CVX	1.83K New	$146.71 - $167.97 $268K - $307K	1.83K $306M

22 operations

Stock	Shares change	Price Range	Shares Held
T ROWE PRICE ETF INC	-72.7K - 1.32%	N/A	5.42M $186B
MINT	-45.3K - 7.84%	$100.32 - $100.76 $4.55M - $4.57M	533K $53.6B
CGXU	-93.8K - 30.63%	$24.48 - $26.59 $2.3M - $2.49M	212K $5.2B
AAPL	-2.01K - 28.48%	$209.68 - $247.1 $421K - $496K	5.04K $1.12B
AMZN	-940 - 36.15%	$190.26 - $242.06 $179K - $228K	1.66K $316M
GOOGL	-931 - 36.96%	$154.33 - $206.19 $144K - $192K	1.59K $246M

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