North Ridge Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
North Ridge Wealth Advisors, Inc.
- $147 Billion
- Q3 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 21,529 shares of AVDE stock, worth $1.45 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
21,529
Previous 21,483
0.21%
Holding current value
$1.45 Million
Previous $1.34 Billion
7.89%
% of portfolio
0.98%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio