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 8,100 shares of AVEM stock, worth $479,601. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,100
Previous 8,100
-0.0%
Holding current value
$479,601
Previous $495 Million
5.75%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio