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 $1.36 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
21,529
Previous 21,483 0.21%
Holding current value
$1.36 Million
Previous $1.34 Billion 7.89%
% of portfolio
0.98%
Previous 1.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$60.09 - $67.67 $2,764 - $3,112
46 Added 0.21%
21,529 $1.44 Billion
Q2 2024

Jul 30, 2024

BUY
$61.17 - $65.29 $100,012 - $106,749
1,635 Added 8.24%
21,483 $1.34 Billion
Q1 2024

Apr 24, 2024

BUY
$58.3 - $63.83 $118,757 - $130,021
2,037 Added 11.44%
19,848 $1.27 Billion
Q4 2023

Jan 18, 2024

BUY
$52.98 - $60.62 $248,741 - $284,610
4,695 Added 35.8%
17,811 $1.08 Billion
Q3 2023

Oct 19, 2023

SELL
$55.54 - $59.61 $16,828 - $18,061
-303 Reduced 2.26%
13,116 $730 Million
Q2 2023

Jul 26, 2023

SELL
$55.68 - $59.23 $44,209 - $47,028
-794 Reduced 5.59%
13,419 $770 Million
Q1 2023

Apr 28, 2023

BUY
$53.37 - $58.39 $758,547 - $829,897
14,213 New
14,213 $811 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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.