Kondo Wealth Advisors, Inc. AVDV Holdings History
Number of Shares
237,339.00
Current Holdings Value*
$16.55 Mil
% of Portfolio
8.16%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
23.51%
Kondo Wealth Advisors, Inc.'s Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 237,339.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $16.55 Mil. This investment constitutes 8.16% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.2% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q4. And since then Kondo Wealth Advisors, Inc. has made 1 purchases of AVDV, at an average price of $67.37, for a total of 237,339.00 shares. Based on historical transaction data and AVDV's current price of $83.21, Kondo Wealth Advisors, Inc.'s estimated gain on his AVDV holdings is $3.76 Mil, reflecting a 23.51% gain to date.
Kondo Wealth Advisors, Inc. AVDV ($83.21) Holding Chart
Kondo Wealth Advisors, Inc. AVDV ($83.21) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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