Kondo Wealth Advisors, Inc. MORGAN STANLEY ETF TRUST Transaction History

Kondo Wealth Advisors, Inc.

  • $226 Billion
  • Q2 2025
Number of Shares
14,609
Previous 18,114 19.35%
Holding current value
$948 Million
Previous $1.05 Billion 9.58%
% of portfolio
0.42%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-3,505 Reduced 19.35%
14,609 $948 Million
Q1 2025

Jun 11, 2025
SELL
N/A
-3,546 Reduced 16.37%
18,114 $1.05 Billion
Q4 2024

Jun 11, 2025
BUY
N/A
21,660 New
21,660 $1.2 Billion
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