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 2,352,747 shares of AVDV stock, worth $161 Million. This represents 9.46% of its overall portfolio holdings.

Number of Shares
2,352,747
Previous 2,305,915 2.03%
Holding current value
$161 Million
Previous $152 Billion 0.62%
% of portfolio
9.46%
Previous 10.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$63.81 - $68.36 $2.99 Million - $3.2 Million
46,832 Added 2.03%
2,352,747 $153 Billion
Q1 2024

May 13, 2024

SELL
$59.95 - $65.89 $611,669 - $672,275
-10,203 Reduced 0.44%
2,305,915 $152 Billion
Q4 2023

Feb 13, 2024

BUY
$54.34 - $62.7 $126 Million - $145 Million
2,316,118 New
2,316,118 $145 Billion
Q3 2023

Aug 08, 2024

SELL
$56.69 - $60.91 $4.33 Million - $4.65 Million
-76,349 Reduced 3.31%
2,229,566 $129 Billion
Q2 2023

Aug 08, 2024

BUY
$56.07 - $60.13 $20.8 Million - $22.3 Million
371,659 Added 20.04%
2,226,476 $128 Billion
Q1 2023

Aug 08, 2024

SELL
$55.2 - $60.58 $24.9 Million - $27.3 Million
-451,098 Reduced 19.56%
1,854,817 $108 Billion
Q4 2022

Aug 07, 2024

SELL
$47.39 - $57.3 $107 Million - $129 Million
-2,256,912 Reduced 97.87%
49,003 $2.71 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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