North Ridge Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

North Ridge Wealth Advisors, Inc.

  • $132 Billion
  • Q2 2024
Number of Shares
147,253
Previous 126,924 16.02%
Holding current value
$3.68 Billion
Previous $3.24 Billion 13.56%
% of portfolio
2.8%
Previous 2.51%

Shares

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

Jul 30, 2024
BUY
N/A
20,329 Added 16.02%
147,253 $3.68 Billion
Q1 2024

Apr 24, 2024
BUY
N/A
13,297 Added 11.7%
126,924 $3.24 Billion
Q4 2023

Jan 18, 2024
BUY
N/A
60,165 Added 112.54%
113,627 $2.95 Billion
Q3 2023

Oct 19, 2023
BUY
N/A
14,045 Added 35.63%
53,462 $1.2 Billion
Q2 2023

Jul 26, 2023
BUY
N/A
39,417 New
39,417 $961 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email