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 3,272,458 shares of AVSC stock, worth $163 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
3,272,458
Previous 2,567,964
27.43%
Holding current value
$163 Million
Previous $131 Billion
30.68%
% of portfolio
11.85%
Previous 9.65%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
92Shares Held
17.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$476 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$32.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA462KShares$23 Million5.87% of portfolio
-
Atlantic Union Bankshares Corp454KShares$22.6 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC234KShares$11.7 Million0.01% of portfolio