Kondo Wealth Advisors, Inc. AVUV Holdings History
Kondo Wealth Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 253,207.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $22.07 Mil. This investment constitutes 10.88% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.15% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then Kondo Wealth Advisors, Inc. has made 1 purchases of AVUV, at an average price of $99.03, for a total of 253,207.00 shares. Based on historical transaction data and AVUV's current price of $96.49, Kondo Wealth Advisors, Inc.'s estimated gain on his AVUV holdings is $-644,266.25, reflecting a -2.57% gain to date.
Kondo Wealth Advisors, Inc. AVUV ($96.49) Holding Chart
Kondo Wealth Advisors, Inc. AVUV ($96.49) 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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