RWM
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Ritholtz Wealth Management’s Flex FLEX Stock Holding History

Ritholtz Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$681K Buy
13,636
+1,868
+16% +$93.3K 0.02% 549
2025
Q1 		$389K Buy
11,768
+914
+8% +$30.2K 0.01% 662
2024
Q4 		$417K Buy
10,854
+4,842
+81% +$186K 0.01% 611
2024
Q3 		$201K Buy
+6,012
New +$201K 0.01% 812