Ritter Daniher Financial Advisory LLC Sells in Q3 2024

Ritter Daniher Financial Advisory LLC

  • $339 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-10.3K
- 55.57%
$50.61 - $50.96 $521K - $525K
8.24K $419K
MSFT
Microsoft Corp

Technology
-496
- 7.36%
$395.15 - $467.56 $196K - $232K
6.25K $2.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-682
- 4.39%
$161.02 - $200.0 $110K - $136K
14.9K $2.77M
LIT
Global X Fds Global X Lithium

ETFs
-3K
- 92.68%
$35.01 - $43.59 $105K - $131K
237 $10K
CVX
Chevron Corp

Energy
-350
- 10.78%
$137.88 - $161.97 $48.3K - $56.7K
2.9K $426K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-498
- 45.36%
$81.31 - $83.29 $40.5K - $41.5K
600 $49K
INTC
Intel Corp

Technology
-306
- 8.32%
$18.9 - $34.87 $5.78K - $10.7K
3.37K $79K
XOM
Exxon Mobil Corp

Energy
-344
- 5.11%
$109.72 - $119.0 $37.7K - $40.9K
6.38K $748K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-389
- 50.13%
$73.43 - $80.37 $28.6K - $31.3K
387 $31K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.65K
- 5.03%
$54.98 - $59.51 $421K - $455K
144K $8.59M
KR
Kroger CO

Consumer Defensive
-1.1K
- 17.1%
$50.43 - $57.3 $55.5K - $63K
5.33K $305K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-64
- 30.33%
$283.28 - $314.39 $18.1K - $20.1K
147 $46K
CDNS
Cadence Design Systems Inc

Technology
-35
- 35.0%
$246.84 - $321.11 $8.64K - $11.2K
65 $17K
WPC
W. P. Carey Inc.

Real Estate
-250
- 46.04%
$54.63 - $63.96 $13.7K - $16K
293 $18K
CSCO
Cisco Systems, Inc.

Technology
-166
- 45.36%
$44.74 - $53.22 $7.43K - $8.83K
200 $10K
ACN
Accenture PLC

Technology
-35
- 28.23%
$295.44 - $355.81 $10.3K - $12.5K
89 $31K
NU
Nu Holdings Ltd.

Financial Services
-300
- 60.0%
$10.71 - $15.14 $3.21K - $4.54K
200 $2K
PFG
Principal Financial Group Inc

Financial Services
-17
- 14.53%
$72.94 - $87.46 $1.24K - $1.49K
100 $8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16
- 5.11%
$92.63 - $105.69 $1.48K - $1.69K
297 $30K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-10
- 2.87%
$25.45 - $29.53 $255 - $295
339 $9K
Ge Healthcare Technologies I
-1
- 1.23%
N/A
80 $0
VTI
Vanguard Total Stock Market Et

ETFs
-63
- 4.03%
$255.18 - $283.2 $16.1K - $17.8K
1.5K $425K
GE
General Electric CO

Industrials
-4
- 1.39%
$156.66 - $189.66 $627 - $759
284 $53K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3
- 0.08%
$36.98 - $41.55 $111 - $125
3.97K $163K
TTD
Trade Desk, Inc.

Technology
-11
- 0.67%
$83.08 - $110.79 $914 - $1.22K
1.63K $178K
FITB
Fifth Third Bancorp

Financial Services
-1.01K
- 8.43%
$36.01 - $43.64 $36.2K - $43.9K
10.9K $467K
IVW
Ishares S&P 500 Growth ETF

ETFs
-44
- 0.37%
$84.77 - $97.13 $3.73K - $4.27K
11.9K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
-157
- 1.12%
$47.6 - $53.31 $7.47K - $8.37K
13.9K $732K
DVY
Ishares Tr

ETFs
-60
- 1.81%
$119.99 - $135.74 $7.2K - $8.14K
3.25K $439K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-147
- 0.99%
$61.11 - $67.85 $8.98K - $9.97K
14.7K $994K
IVE
Ishares S&P 500 Value ETF

ETFs
-3
- 0.1%
$181.06 - $197.17 $543 - $592
3.11K $613K
GLD
Spdr Gold Trust

ETFs
-50
- 2.18%
$215.56 - $246.98 $10.8K - $12.3K
2.24K $544K
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.12%
$200.87 - $224.6 $803 - $898
3.24K $715K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22
- 0.2%
$75.32 - $84.37 $1.66K - $1.86K
11.3K $941K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-83
- 0.74%
$97.05 - $106.1 $8.06K - $8.81K
11.1K $1.17M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-100
- 1.2%
$97.19 - $109.09 $9.72K - $10.9K
8.22K $888K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2
- 0.01%
$79.92 - $88.19 $160 - $176
13.4K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
-96
- 0.49%
$194.9 - $224.8 $18.7K - $21.6K
19.6K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 1.51%
$191.76 - $263.26 $8.63K - $11.8K
2.93K $766K
PG
Procter & Gamble CO

Consumer Defensive
-1.58K
- 2.26%
$160.76 - $177.82 $253K - $280K
68.2K $11.8M
LCNB
Lcnb Corp

Financial Services
-2.2K
- 0.39%
$13.06 - $16.0 $28.7K - $35.2K
559K $8.43M
AAPL
Apple Inc.

Technology
-609
- 1.59%
$207.23 - $234.82 $126K - $143K
37.6K $8.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-631
- 0.49%
$520.18 - $576.82 $328K - $364K
129K $74.5M
Activity Summary
Buys All Purchases 66 New Holdings 20 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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