Ritter Daniher Financial Advisory’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio DRIV Stock Details DRIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$47K	–	353
2023 Q3	$47K	Hold	2,000	–	–	0.02%	147
2023 Q2	$52.1K	Hold	2,000	–	–	0.02%	135
2023 Q1	$47.7K	Hold	2,000	–	–	0.02%	139
2022 Q4	$39.7K	Hold	2,000	–	–	0.02%	158
2022 Q3	$40K	Hold	2,000	–	–	0.03%	127
2022 Q2	$43K	Hold	2,000	–	–	0.03%	117
2022 Q1	$55K	Hold	2,000	–	–	0.04%	111
2021 Q4	$61K	Hold	2,000	–	–	0.04%	102
2021 Q3	$55K	Hold	2,000	–	–	0.04%	107
2021 Q2	$57K	Buy	+2,000	New	+$54.8K	0.04%	98

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ritter Daniher Financial Advisory's DRIV Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 2,000 shares — an estimated $47K sold.

Ritter Daniher Financial Advisory first reported a position in DRIV in Q2 2021 and held it in 10 quarters. The position peaked at $61K in Q4 2021. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 2,000 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $47K.
Ritter Daniher Financial Advisory first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2021 and held it in 10 quarters.
Ritter Daniher Financial Advisory's Global X Autonomous & Electric Vehicles ETF position peaked at $61K in Q4 2021.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.