Number of Shares
206,084
Previous 125,438 64.29%
Holding current value
$5.96 Billion
Previous $3.76 Billion 58.37%
% of portfolio
2.35%
Previous 1.58%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
N/A
80,646 Added 64.29%
206,084 $5.96 Billion
Q1 2024

May 06, 2024

BUY
N/A
13,762 Added 12.32%
125,438 $3.76 Billion
Q4 2023

Jan 25, 2024

BUY
N/A
76,675 Added 219.07%
111,676 $3.02 Billion
Q3 2023

Oct 26, 2023

BUY
N/A
20,995 Added 149.9%
35,001 $868 Million
Q2 2023

Jul 27, 2023

BUY
N/A
13,973 Added 42342.42%
14,006 $356 Million
Q4 2022

Feb 21, 2023

BUY
N/A
33 New
33 $809,000
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.