RDFA
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Ritter Daniher Financial Advisory’s Alcoa AA Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.2K Hold
733
– – 0.01% 298
2026
Q1 		$48.6K Hold
733
– – 0.01% 277
2025
Q4 		$39K Hold
733
– – 0.01% 290
2025
Q3 		$24.1K Hold
733
– – ﹤0.01% 273
2025
Q2 		$21.6K Hold
733
– – 0.01% 224
2025
Q1 		$22.4K Hold
733
– – 0.01% 214
2024
Q4 		$27.7K Hold
733
– – 0.01% 193
2024
Q3 		$28.3K Hold
733
– – 0.01% 190
2024
Q2 		$29.2K Hold
733
– – 0.01% 185
2024
Q1 		$24.8K Hold
733
– – 0.01% 188
2023
Q4 		$24.9K Hold
733
– – 0.01% 189
2023
Q3 		$21.3K Hold
733
– – 0.01% 186
2023
Q2 		$24.9K Hold
733
– – 0.01% 170
2023
Q1 		$31.2K Hold
733
– – 0.01% 159
2022
Q4 		$33.3K Hold
733
– – 0.02% 166
2022
Q3 		$25K Hold
733
– – 0.02% 140
2022
Q2 		$33K Hold
733
– – 0.02% 128
2022
Q1 		$66K Hold
733
– – 0.05% 100
2021
Q4 		$44K Hold
733
– – 0.03% 112
2021
Q3 		$36K Hold
733
– – 0.03% 122
2021
Q2 		$27K Hold
733
– – 0.02% 123
2021
Q1 		$24K Hold
733
– – 0.02% 117
2020
Q4 		$17K Buy
+733
New +$12.8K 0.01% 121

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return