Number of Shares
478,402
Previous 283,927 68.49%
Holding current value
$26.4 Billion
Previous $15 Billion 75.47%
% of portfolio
9.05%
Previous 5.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
N/A
194,475 Added 68.49%
478,402 $26.4 Billion
Q2 2024

Jul 17, 2024

BUY
N/A
156,586 Added 122.97%
283,927 $15 Billion
Q1 2024

May 06, 2024

BUY
N/A
104,977 Added 469.4%
127,341 $6.8 Billion
Q4 2023

Jan 25, 2024

BUY
N/A
22,364 New
22,364 $1.19 Billion
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.