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 2,305,915 shares of AVDV stock, worth $150 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
2,305,915
Previous 2,316,118
0.44%
Holding current value
$150 Million
Previous $145 Billion
4.93%
% of portfolio
10.5%
Previous 10.65%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$476 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$362 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$147 Million1.69% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.84MShares$120 Million3.81% of portfolio