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 $25.1 Million. This represents 11.14% of its overall portfolio holdings.
Number of Shares
271,286
Previous 253,207
7.14%
Holding current value
$25.1 Million
Previous $22.1 Billion
14.29%
% of portfolio
11.14%
Previous 10.88%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
124MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS11.2MShares$1.04 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio