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 35,569 shares of AVUS stock, worth $3.28 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
35,569
Previous 36,359
2.17%
Holding current value
$3.28 Million
Previous $3.25 Billion
1.42%
% of portfolio
2.44%
Previous 2.52%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
379Shares Held
75.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.32 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$280 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$269 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$250 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$208 Million9.89% of portfolio