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 $274 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
$274 Million
            Previous $237 Billion
            
        
           6.34%
        
      
          
        % of portfolio
13.71%
            Previous 14.28%
          
        Shares
	  15 transactions
	
  Others Institutions Holding AVUV
# of Institutions
942Shares Held
129MCall Options Held
31.1KPut Options Held
16.5K- 
    
      Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC4.88MShares$484 Million0.16% of portfolio
- 
    
      Merriman Wealth Management, LLC3.52MShares$349 Million14.79% of portfolio
- 
    
      Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio
- 
    
      Truepoint, Inc.2.69MShares$267 Million6.27% of portfolio