Roger Wittlin Investment Advisory, LLC Purchases and Sells in Q4 2024

Roger Wittlin Investment Advisory, LLC

26 operations

Stock	Shares change	Price Range	Shares Held
ITOT	40.5K + 44.22%	$124.26 - $134.12 $5.03M - $5.43M	132K $17M
LONZ	65.4K + 29.82%	$50.81 - $51.59 $3.32M - $3.37M	285K $14.5M
VTI	8K + 7.02%	$280.04 - $302.45 $2.24M - $2.42M	122K $35.4M
SPY	3.75K + 23.95%	$567.81 - $607.81 $2.13M - $2.28M	19.4K $11.4M
IVV	2.5K + 5.99%	$570.51 - $610.59 $1.43M - $1.53M	44.3K $26.1M
RSP	4.72K + 19.96%	$174.22 - $187.62 $821K - $885K	28.3K $4.97M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	24.9K New	$100.22 - $100.73 $2.5M - $2.51M	24.9K $2.5M
RUBRIK INC.	5.3K New	N/A	5.3K $0

14 operations

Stock	Shares change	Price Range	Shares Held
BND	-44.3K - 58.56%	$71.75 - $75.11 $3.18M - $3.33M	31.4K $2.26M
BOND	-31.2K - 42.13%	$90.42 - $94.5 $2.82M - $2.95M	42.8K $3.87M
VMBS	-12.7K - 20.05%	$45.17 - $47.23 $572K - $599K	50.5K $2.29M
IGSB	-12.3K - 38.61%	$51.54 - $52.55 $634K - $646K	19.6K $1.01M
IEFA	-5.73K - 24.1%	$70.06 - $77.43 $401K - $444K	18K $1.27M
ICSH	-11.4K - 44.43%	$50.35 - $50.69 $573K - $577K	14.2K $717K

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