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 $1.41 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
21,529
Previous 21,483
0.21%
Holding current value
$1.41 Million
Previous $1.34 Billion
7.89%
% of portfolio
0.98%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
428Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$323 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio