Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.66 Trillion
- Q1 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 2,713,731 shares of AVUV stock, worth $242 Million. This represents 14.28% of its overall portfolio holdings.
Number of Shares
2,713,731
Previous 2,694,865
0.7%
Holding current value
$242 Million
Previous $260 Billion
9.06%
% of portfolio
14.28%
Previous 15.25%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Truepoint, Inc.2.54MShares$227 Million6.16% of portfolio