Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $2.01 Trillion
- Q3 2025
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 2,767,697 shares of AVUV stock, worth $270 Million. This represents 13.72% of its overall portfolio holdings.
Number of Shares
2,767,697
Previous 2,761,344
0.23%
Holding current value
$270 Million
Previous $252 Billion
9.5%
% of portfolio
13.72%
Previous 13.71%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio
-
Morgan Stanley New York, NY2.75MShares$268 Million0.02% of portfolio