Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.45 Trillion
- Q1 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 2,718,469 shares of AVUV stock, worth $244 Million. This represents 17.62% of its overall portfolio holdings.
Number of Shares
2,718,469
Previous 2,735,598
0.63%
Holding current value
$244 Million
Previous $246 Billion
3.7%
% of portfolio
17.62%
Previous 18.08%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
636Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$476 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio
-
Truepoint, Inc.2.19MShares$196 Million5.93% of portfolio