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 34,967 shares of AVUS stock, worth $3.36 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
34,967
Previous 35,569
1.69%
Holding current value
$3.36 Million
Previous $3.21 Billion
3.71%
% of portfolio
2.26%
Previous 2.44%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.38 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$326 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$292 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$281 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio