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 $477,495. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,100
Previous 8,100
-0.0%
Holding current value
$477,495
Previous $495 Million
5.75%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
480Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$908 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$814 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$257 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio