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 8,100 shares of AVEM stock, worth $486,567. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,100
Previous 8,100
-0.0%
Holding current value
$486,567
Previous $495 Million
5.75%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
535Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$995 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$896 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$482 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio