North Ridge Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
North Ridge Wealth Advisors, Inc.
- $132 Billion
- Q2 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 $499,527. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,100
Previous 8,624
6.08%
Holding current value
$499,527
Previous $500 Million
1.0%
% of portfolio
0.38%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
421Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$875 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$503 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$191 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$138 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$138 Million5.0% of portfolio