Wit, LLC Portfolio Holdings

Wit, LLC

  • $3.6 Million
  • Q3 2024

Wit, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.6 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Emerging Mkts Et with a value of $1.61M, Ishares Inc with a value of $1.03M, Vanguard Small Cap ETF with a value of $220K, Vanguard Ftse Developed Market with a value of $212K, and Ishares Barclays 3 7 Yr Treas with a value of $210K.

Examining the 13F form we can see an increase of $285K in the current position value, from $3.31M to 3.6M.

Wit, LLC is based out at District Of Columbia, DC

Below you can find more details about Wit, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.6 Million
ETFs: $3.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $3.6 Million
  • Prior Value $3.31 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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