RWM
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Ritholtz Wealth Management’s Heartbeam BEAT Stock Holding History

Ritholtz Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$174K Hold
139,182
– – ﹤0.01% 927
2025
Q1 		$280K Hold
139,182
– – 0.01% 766
2024
Q4 		$320K Hold
139,182
– – 0.01% 688
2024
Q3 		$323K Buy
+139,182
New +$323K 0.01% 678