Kondo Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 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 253,207 shares of AVUV stock, worth $22.6 Million. This represents 10.88% of its overall portfolio holdings.
Number of Shares
253,207
Previous 235,326
7.6%
Holding current value
$22.6 Million
Previous $22.7 Billion
2.84%
% of portfolio
10.88%
Previous 11.53%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares 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
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio