Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.62 Trillion
- Q2 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 2,352,747 shares of AVDV stock, worth $158 Million. This represents 9.46% of its overall portfolio holdings.
Number of Shares
2,352,747
Previous 2,305,915
2.03%
Holding current value
$158 Million
Previous $152 Billion
0.62%
% of portfolio
9.46%
Previous 10.5%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
355Shares Held
75.6MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.13 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$536 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$426 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.16MShares$145 Million3.99% of portfolio