Number of Shares
970
Previous 1,129 14.08%
Holding current value
$69.8 Million
Previous $92.1 Million 24.2%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
N/A
-159 Reduced 14.08%
970 $69.8 Million
Q4 2024

May 09, 2025

BUY
N/A
1,129 New
1,129 $92.1 Million
Track This Portfolio

Track North Ridge Wealth Advisors, Inc. Portfolio

Follow North Ridge Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Ridge Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Ridge Wealth Advisors, Inc. with notifications on news.