North Ridge Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
North Ridge Wealth Advisors, Inc.
- $132 Billion
- Q2 2024
A detailed history of North Ridge Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 8,100 shares of AVEM stock, worth $482,112. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,100
Previous 8,624
6.08%
Holding current value
$482,112
Previous $500 Million
1.0%
% of portfolio
0.38%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$844 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$486 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$184 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$133 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$133 Million5.0% of portfolio