North Ridge Wealth Advisors, Inc. Purchases and Sells in Q1 2025

North Ridge Wealth Advisors, Inc.

  • $150 Billion
  • Q1 2025

Top Buys

Incresed Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
27K
+ 5.72%
$24.45 - $27.2 $661K - $735K
499K $13.1B
10.9K
+ 8.84%
$65.05 - $73.43 $706K - $797K
134K $9.5B
11.8K
+ 6.03%
$57.44 - $59.4 $680K - $703K
208K $12.4B
5.96K
+ 2.01%
$25.54 - $28.79 $152K - $171K
302K $8.39B
DIMENSIONAL ETF TRUST
20.9K
+ 9.43%
N/A
243K $6.38B
6.15K
+ 4.38%
$48.43 - $49.9 $298K - $307K
146K $7.31B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
400
New
$247.97 - $296.33 $99.2K - $119K
400 $101M
200
New
$80.53 - $147.57 $16.1K - $29.5K
200 $26.4M
100
New
$117.15 - $158.79 $11.7K - $15.9K
100 $15.9M
100
New
$50.81 - $60.02 $5.08K - $6K
100 $6M
300
New
$18.43 - $20.34 $5.53K - $6.1K
300 $5.88M
69
New
$56.12 - $68.15 $3.87K - $4.7K
69 $4.68M
View all

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
-38
- 0.28%
$375.39 - $447.2 $14.3K - $17K
13.6K $5.09B
-287
- 22.25%
$222.15 - $428.22 $63.8K - $123K
1K $260M
-611
- 96.83%
$225.21 - $254.42 $138K - $155K
20 $4.73M
-2.04K
- 41.34%
$65.49 - $74.67 $134K - $152K
2.89K $207M
-3.58K
- 78.18%
$21.95 - $32.78 $78.7K - $117K
1K $22.5M
-182
- 3.89%
$271.18 - $303.12 $49.4K - $55.2K
4.5K $1.24B
View all

Sold Out

44 operations
Stock Shares change Price Range Shares Held Trade History
-264
Closed
$83.01 - $101.02 $21.9K - $26.7K
0 $0
-106
Closed
$190.26 - $242.06 $20.2K - $25.7K
0 $0
-49
Closed
$206.38 - $242.18 $10.1K - $11.9K
0 $0
-99
Closed
$91.45 - $91.75 $9.05K - $9.08K
0 $0
-301
Closed
$27.08 - $27.19 $8.15K - $8.18K
0 $0
-58
Closed
$107.24 - $116.37 $6.22K - $6.75K
0 $0
View all
Activity Summary
Buys All Purchases 34 New Holdings 12 Increased Positions 22 Sells All Sells 73 Reductions 29 Sold out 44 Options Calls 0 Puts 0
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