Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.83 Trillion
- Q2 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 2,761,344 shares of AVUV stock, worth $270 Million. This represents 13.71% of its overall portfolio holdings.
Number of Shares
2,761,344
Previous 2,713,731
1.75%
Holding current value
$270 Million
Previous $237 Billion
6.34%
% of portfolio
13.71%
Previous 14.28%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
943Shares Held
129MCall Options Held
31.1KPut Options Held
16.5K-
Creative Planning Overland Park, KS14.6MShares$1.43 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$478 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Morgan Stanley New York, NY2.74MShares$268 Million0.02% of portfolio
-
Truepoint, Inc.2.69MShares$263 Million6.27% of portfolio