Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 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 2,694,865 shares of AVUV stock, worth $223 Million. This represents 15.25% of its overall portfolio holdings.
Number of Shares
2,694,865
Previous 2,712,925
0.67%
Holding current value
$223 Million
Previous $260 Billion
0.07%
% of portfolio
15.25%
Previous 15.21%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$661 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$343 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Truepoint, Inc.2.28MShares$189 Million6.02% of portfolio