Ritter Daniher Financial Advisory’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-67	Closed	-$2.02K	–	350
2023 Q4	$2.02K	Hold	67	–	–	﹤0.01%	309
2023 Q3	$1.84K	Hold	67	–	–	﹤0.01%	313
2023 Q2	$2.33K	Hold	67	–	–	﹤0.01%	281
2023 Q1	$2.34K	Hold	67	–	–	﹤0.01%	253
2022 Q4	$2.32K	Hold	67	–	–	﹤0.01%	237
2022 Q3	$2K	Hold	67	–	–	﹤0.01%	229
2022 Q2	$2K	Hold	67	–	–	﹤0.01%	228
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	220
2021 Q4	$3K	Hold	67	–	–	﹤0.01%	212
2021 Q3	$4K	Hold	67	–	–	﹤0.01%	187
2021 Q2	$4K	Hold	67	–	–	﹤0.01%	182
2021 Q1	$4K	Buy	+67	New	+$4.1K	﹤0.01%	170

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's HEAL Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2024, closing a stake of 67 shares — an estimated $2.02K sold.

Ritter Daniher Financial Advisory first reported a position in HEAL in Q1 2021 and held it in 12 quarters. The position peaked at $4K in Q3 2021. 38 funds tracked by Wall St. Rank hold HEAL as of Q1 2024.

Ritter Daniher Financial Advisory reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 67 Global X Funds Global X HealthTech ETF shares in Q1 2024, an estimated $2.02K.
Ritter Daniher Financial Advisory first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 12 quarters.
Ritter Daniher Financial Advisory's Global X Funds Global X HealthTech ETF position peaked at $4K in Q3 2021.
38 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.