Kondo Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 271,286 shares of AVUV stock, worth $27.1 Million. This represents 11.14% of its overall portfolio holdings.
Number of Shares
271,286
Previous 253,207
7.14%
Holding current value
$27.1 Million
Previous $22.1 Billion
14.29%
% of portfolio
11.14%
Previous 10.88%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
925Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio