Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 2,694,865 shares of AVUV stock, worth $235 Million. This represents 15.25% of its overall portfolio holdings.
Number of Shares
2,694,865
Previous 2,712,925
0.67%
Holding current value
$235 Million
Previous $260 Billion
0.07%
% of portfolio
15.25%
Previous 15.21%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Truepoint, Inc.2.28MShares$199 Million6.02% of portfolio