Roger Wittlin Investment Advisory, LLC New Holdings in Q2 2024

Roger Wittlin Investment Advisory, LLC

  • $154 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
2.73K
New
$104.94 - $113.51 $286K - $310K
2.73K $307K
FNDX
Schwab Fundamental U S Large C

ETFs
4.4K
New
$63.87 - $67.55 $281K - $297K
4.4K $294K
IEF
Ishares Barclays

ETFs
2.91K
New
$91.24 - $94.6 $265K - $275K
2.91K $272K
PULS
Pgim ETF Tr

ETFs
4.8K
New
$49.47 - $49.75 $237K - $239K
4.8K $238K
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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