Kondo Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Kondo Wealth Advisors, Inc.
- $248 Billion
- Q3 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 287,655 shares of AVUV stock, worth $28.1 Million. This represents 11.55% of its overall portfolio holdings.
Number of Shares
287,655
Previous 271,286
6.03%
Holding current value
$28.1 Million
Previous $25.2 Billion
13.49%
% of portfolio
11.55%
Previous 11.14%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio