Mason & Associates Inc American Centy ETF Tr Avantis Transaction History
Mason & Associates Inc
- $471 Million
- Q3 2025
A detailed history of Mason & Associates Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mason & Associates Inc holds 266,192 shares of AVDE stock, worth $21.4 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
266,192
Previous 175,439
51.73%
Holding current value
$21.4 Million
Previous $13 Million
61.75%
% of portfolio
4.46%
Previous 3.13%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
545Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio