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  Name: Ritter Daniher Financial Advisory LLC / DE
  City: CINCINNATI
  State: OH
  Zip: 45255
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $302,161,000
  Total Value Change : $32,517,000
  Securities Held Change : -45
   
All Securities Held : 302
  New Positions : 3
  Closed Positions : 49
  Increased Positions : 43
  Unchanged Positions : 202
  Decreased Positions : 54

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Holdings Found : 49     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHOP)1 Year Chart         SHOP Shopify Inc 314 Closed $58.54 $0 0 0% -12,000 -150 0    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc 301 Closed $1,699.95 $0 0 0% -25,000 -16 0    Business Services
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 333 Closed $160.39 $0 0 0% -14,000 -60 0    N/A
   (PIO)1 Year Chart         PIO Invesco Global Water ETF Tr... 320 Closed $41.11 $0 0 0% -4,000 -100 0    Electronic Equipment
   (FOX)1 Year Chart         FOX Fox Corporation 307 Closed $31.71 $0 0 0% -3,000 -100 0    Movie Production & Di...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 339 Closed $219.17 $0 0 0% -8,000 -37 0    Communication Equipment
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 326 Closed $60.14 $0 0 0% -4,000 -50 0    Food - Major Diversified
   (STAG)1 Year Chart         STAG Stag Industrial, Inc. 313 Closed $34.64 $0 0 0% -6,000 -150 0    REIT - Industrial
   (RIOT)1 Year Chart         RIOT Riot Blockchain Inc 300 Closed $10.05 $0 0 0% -1,000 -50 0    Diagnostic Substances
   (KEY)1 Year Chart         KEY Keycorp 332 Closed $13.99 $0 0 0% -2,000 -125 0    Domestic Money Center...
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 319 Closed $0.56 $0 0 0% -1,000 -500 0    N/A
   (EDOC)1 Year Chart         EDOC Global X Fds 306 Closed $0.00 $0 0 0% -2,000 -200 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc 338 Closed $430.11 $0 0 0% -37,000 -90 0    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 325 Closed $28.11 $0 0 0% -6,000 -225 0    Independent Oil & Gas
   (XME)1 Year Chart         XME streetTRACKS Series Trust S... 312 Closed $63.91 $0 0 0% -4,000 -75 0    Closed - End Fund - E...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 344 Closed $145.52 $0 0 0% -3,000 -25 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 299 Closed $204.80 $0 0 0% -4,000 -25 0    Communication Equipment
   (LAAC)1 Year Chart         LAAC Lithium Americas Argentina ... 331 Closed $16.19 $0 0 0% -1,000 -150 0    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 318 Closed $90.93 $0 0 0% -12,000 -150 0    Personal Products
   (MLPX)1 Year Chart         MLPX Global X Mlp And Energy Inf... 305 Closed $7.73 $0 0 0% -10,000 -225 0    N/A
   (LAC)1 Year Chart         LAC Lithium Americas Corp 337 Closed $3.36 $0 0 0% -1,000 -150 0    N/A
   (GRNR)1 Year Chart         GRNR Global X Green Building Etf 324 Closed $0.00 $0 0 0% -1,000 -50 0    N/A
   (SKYT)1 Year Chart         SKYT Skywater Technology, Inc 311 Closed $7.62 $0 0 0% -1,000 -125 0    N/A
   (EXTR)1 Year Chart         EXTR Extreme Networks Inc 343 Closed $11.06 $0 0 0% -8,000 -450 0    Internet Software & S...
   (GLW)1 Year Chart         GLW Corning Inc 298 Closed $36.96 $0 0 0% -3,000 -100 0    Communication Equipment
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 330 Closed $15.54 $0 0 0% -3,000 -207 0    Oil & Gas Pipelines &...
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 317 Closed $9.47 $0 0 0% -1,000 -163 0    Wireless Communications
   (EPOL)1 Year Chart         EPOL Ishares Msci Poland Investa... 304 Closed $24.67 $0 0 0% -6,000 -250 0    Closed - End Fund - E...
   (NFGC)1 Year Chart         NFGC New Found Gold Ord Shs 336 Closed $0.00 $0 0 0% -2,000 -500 0    N/A
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... 323 Closed $3.69 $0 0 0% 0 -128 0    N/A
   (FTAG)1 Year Chart         FTAG First Trust Indxx Global Ag... 310 Closed $24.95 $0 0 0% -3,000 -100 0    Closed - End Fund - E...
   (CVE)1 Year Chart         CVE Cenovus Energy Inc 342 Closed $20.59 $0 0 0% -4,000 -250 0    Oil & Gas Drilling & ...
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 297 Closed $2.88 $0 0 0% 0 -75 0    N/A
   (EU)1 Year Chart         EU enCore Energy Corp 329 Closed $4.87 $0 0 0% -1,000 -166 0    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 316 Closed $41.04 $0 0 0% -3,000 -75 0    Closed - End Fund - E...
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 303 Closed $0.00 $0 0 0% -117,000 -2,335 0    N/A
   (UTHR)1 Year Chart         UTHR United Therapeutics Corp 335 Closed $270.45 $0 0 0% -2,000 -10 0    Drug Manufacturers - ...
   (INFY)1 Year Chart         INFY Infosys Technologies Limite... 322 Closed $16.87 $0 0 0% -4,000 -200 0    Technical & System So...
   (MRAM)1 Year Chart         MRAM Everspin Technologies Inc 309 Closed $5.86 $0 0 0% -2,000 -250 0    N/A
   (MO)1 Year Chart         MO Altria Group Inc 341 Closed $45.44 $0 0 0% -24,000 -600 0    Cigarettes & Other To...
   (NEM)1 Year Chart         NEM Newmont Mining Corp 296 Closed $41.89 $0 0 0% -2,000 -50 0    Gold
   (EMR)1 Year Chart         EMR Emerson Electric Co 328 Closed $110.90 $0 0 0% -19,000 -200 0    Industrial Electrical...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 315 Closed $37.31 $0 0 0% -2,000 -60 0    N/A
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 302 Closed $770.13 $0 0 0% -64,000 -110 0    Semiconductor Equipme...
   (WD)1 Year Chart         WD Walker & Dunlop Inc 334 Closed $94.70 $0 0 0% -14,000 -130 0    Property Management
   (INSW)1 Year Chart         INSW International Seaways, Inc. 321 Closed $64.97 $0 0 0% -1,000 -25 0    N/A
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 308 Closed $249.09 $0 0 0% -9,000 -40 0    Insurance Brokers
   (PM)1 Year Chart         PM Philip Morris International... 340 Closed $99.41 $0 0 0% -6,000 -60 0    Cigarettes & Other To...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 327 Closed $0.00 $0 0 0% -117,000 -1,685 0    N/A

      49 Records Found
  1    
Page 1 of 1
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