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 104,886 shares of AVRE stock, worth $4.4 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares

104,886

Previous 105,323 0.41%

Holding current value

$4.4 Million

Previous $4.34 Billion 13.89%

% of portfolio

3.36%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$40.95 - $48.28 $17,895 - $21,098	-437 Reduced 0.41%	104,886 $4.94 Billion
Q2 2024 Jul 30, 2024	BUY	$38.89 - $42.05 $189,977 - $205,414	4,885 Added 4.86%	105,323 $4.34 Billion
Q1 2024 Apr 24, 2024	BUY	$40.52 - $43.42 $4,578 - $4,906	113 Added 0.11%	100,438 $4.25 Billion
Q4 2023 Jan 18, 2024	SELL	$35.51 - $43.68 $140,193 - $172,448	-3,948 Reduced 3.79%	100,325 $4.35 Billion
Q3 2023 Oct 19, 2023	BUY	$37.14 - $42.66 $129,581 - $148,840	3,489 Added 3.46%	104,273 $3.92 Billion
Q2 2023 Jul 26, 2023	BUY	$39.41 - $41.99 $169,187 - $180,263	4,293 Added 4.45%	100,784 $4.13 Billion
Q1 2023 Apr 28, 2023	BUY	$39.04 - $45.85 $3.77 Million - $4.42 Million	96,491 New	96,491 $4 Billion

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.04M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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