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 21,529 shares of AVDE stock, worth $1.44 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

21,529

Previous 21,483 0.21%

Holding current value

$1.44 Million

Previous $1.34 Billion 7.89%

% of portfolio

0.98%

Previous 1.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$60.09 - $67.67 $2,764 - $3,112	46 Added 0.21%	21,529 $1.44 Billion
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $100,012 - $106,749	1,635 Added 8.24%	21,483 $1.34 Billion
Q1 2024 Apr 24, 2024	BUY	$58.3 - $63.83 $118,757 - $130,021	2,037 Added 11.44%	19,848 $1.27 Billion
Q4 2023 Jan 18, 2024	BUY	$52.98 - $60.62 $248,741 - $284,610	4,695 Added 35.8%	17,811 $1.08 Billion
Q3 2023 Oct 19, 2023	SELL	$55.54 - $59.61 $16,828 - $18,061	-303 Reduced 2.26%	13,116 $730 Million
Q2 2023 Jul 26, 2023	SELL	$55.68 - $59.23 $44,209 - $47,028	-794 Reduced 5.59%	13,419 $770 Million
Q1 2023 Apr 28, 2023	BUY	$53.37 - $58.39 $758,547 - $829,897	14,213 New	14,213 $811 Million

Others Institutions Holding AVDE

# of Institutions

440

Shares Held

82.2M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

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.

Account

North Ridge Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History