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 $487,377. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,100
Previous 8,100 -0.0%
Holding current value
$487,377
Previous $495 Million 5.75%
% of portfolio
0.36%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$56.42 - $62.42 $29,564 - $32,708
-524 Reduced 6.08%
8,100 $495 Million
Q1 2024

Apr 24, 2024

BUY
$53.02 - $58.54 $2,332 - $2,575
44 Added 0.51%
8,624 $500 Million
Q3 2023

Oct 19, 2023

BUY
$52.44 - $57.3 $1,363 - $1,489
26 Added 0.3%
8,580 $453 Million
Q2 2023

Jul 26, 2023

SELL
$51.46 - $55.92 $30,309 - $32,936
-589 Reduced 6.44%
8,554 $460 Million
Q1 2023

Apr 28, 2023

BUY
$50.27 - $56.2 $459,618 - $513,836
9,143 New
9,143 $484 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


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