Ritter Daniher Financial Advisory, Llc Buys JPMorgan Ultra-Short Municipal Income ETF, iShares MSCI Emerging Markets ETF, iShares S&P 500 Growth ETF, Sells iShares S&P Small-Cap 600 Value ETF, W.P. Carey Inc, Alibaba Group Holding

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Nov 05, 2021
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Investment company Ritter Daniher Financial Advisory, Llc (Current Portfolio) buys JPMorgan Ultra-Short Municipal Income ETF, iShares MSCI Emerging Markets ETF, iShares S&P 500 Growth ETF, Invesco S&P 500 Low Volatility ETF, Visa Inc, sells iShares S&P Small-Cap 600 Value ETF, W.P. Carey Inc, Alibaba Group Holding, Amplify Seymour Cannabis ETF, Cleveland-Cliffs Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ritter Daniher Financial Advisory, Llc. As of 2021Q3, Ritter Daniher Financial Advisory, Llc owns 215 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of RITTER DANIHER FINANCIAL ADVISORY, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ritter+daniher+financial+advisory%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RITTER DANIHER FINANCIAL ADVISORY, LLC
  1. iShares Core S&P 500 ETF (IVV) - 69,448 shares, 21.89% of the total portfolio. Shares reduced by 0.06%
  2. iShares Core Dividend Growth ETF (DGRO) - 335,642 shares, 12.34% of the total portfolio. Shares added by 0.16%
  3. Procter & Gamble Co (PG) - 75,169 shares, 7.69% of the total portfolio. Shares added by 1.10%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 38,942 shares, 7.49% of the total portfolio. Shares added by 0.42%
  5. LCNB Corp (LCNB) - 560,079 shares, 7.23% of the total portfolio.
New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

Ritter Daniher Financial Advisory, Llc initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $60.75 and $64.58, with an estimated average price of $62.89. The stock is now traded at around $64.050000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,305 shares as of 2021-09-30.

New Purchase: SPDR Bloomberg Convertible Securities ETF (CWB)

Ritter Daniher Financial Advisory, Llc initiated holding in SPDR Bloomberg Convertible Securities ETF. The purchase prices were between $83.45 and $88.58, with an estimated average price of $86.07. The stock is now traded at around $89.125000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,250 shares as of 2021-09-30.

New Purchase: ETCT ROBO Global Robotics and Automation Index ETF (ROBO)

Ritter Daniher Financial Advisory, Llc initiated holding in ETCT ROBO Global Robotics and Automation Index ETF. The purchase prices were between $62.71 and $69.78, with an estimated average price of $66.44. The stock is now traded at around $71.740000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,500 shares as of 2021-09-30.

New Purchase: GLOBAL X FDS (SNSR)

Ritter Daniher Financial Advisory, Llc initiated holding in GLOBAL X FDS. The purchase prices were between $34.75 and $38.65, with an estimated average price of $36.95. The stock is now traded at around $39.555000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,500 shares as of 2021-09-30.

New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)

Ritter Daniher Financial Advisory, Llc initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $101.6 and $110.24, with an estimated average price of $105.46. The stock is now traded at around $110.215000. The impact to a portfolio due to this purchase was 0.06%. The holding were 825 shares as of 2021-09-30.

New Purchase: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Ritter Daniher Financial Advisory, Llc initiated holding in iShares iBoxx USD High Yield Corporate Bond ETF. The purchase prices were between $86.24 and $87.85, with an estimated average price of $87.15. The stock is now traded at around $87.380000. The impact to a portfolio due to this purchase was 0.05%. The holding were 750 shares as of 2021-09-30.

Added: JPMorgan Ultra-Short Municipal Income ETF (JMST)

Ritter Daniher Financial Advisory, Llc added to a holding in JPMorgan Ultra-Short Municipal Income ETF by 2125.00%. The purchase prices were between $51.01 and $51.08, with an estimated average price of $51.05. The stock is now traded at around $51.040000. The impact to a portfolio due to this purchase was 0.32%. The holding were 8,900 shares as of 2021-09-30.

Added: iShares MSCI Emerging Markets ETF (EEM)

Ritter Daniher Financial Advisory, Llc added to a holding in iShares MSCI Emerging Markets ETF by 96.22%. The purchase prices were between $49.5 and $54.84, with an estimated average price of $52.06. The stock is now traded at around $50.955000. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,118 shares as of 2021-09-30.

Added: iShares S&P 500 Growth ETF (IVW)

Ritter Daniher Financial Advisory, Llc added to a holding in iShares S&P 500 Growth ETF by 111.59%. The purchase prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $82.770000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,707 shares as of 2021-09-30.

Added: Visa Inc (V)

Ritter Daniher Financial Advisory, Llc added to a holding in Visa Inc by 743.24%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $216.110000. The impact to a portfolio due to this purchase was 0.09%. The holding were 624 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Ritter Daniher Financial Advisory, Llc added to a holding in PowerShares QQQ Trust Ser 1 by 69.72%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $400.410000. The impact to a portfolio due to this purchase was 0.05%. The holding were 426 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

Ritter Daniher Financial Advisory, Llc added to a holding in Meta Platforms Inc by 165.00%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $342.310000. The impact to a portfolio due to this purchase was 0.04%. The holding were 265 shares as of 2021-09-30.

Sold Out: Amplify Seymour Cannabis ETF (CNBS)

Ritter Daniher Financial Advisory, Llc sold out a holding in Amplify Seymour Cannabis ETF. The sale prices were between $18.89 and $25.92, with an estimated average price of $21.79.

Sold Out: Cleveland-Cliffs Inc (CLF)

Ritter Daniher Financial Advisory, Llc sold out a holding in Cleveland-Cliffs Inc. The sale prices were between $19.26 and $26.02, with an estimated average price of $22.8.

Sold Out: iShares Silver Trust (SLV)

Ritter Daniher Financial Advisory, Llc sold out a holding in iShares Silver Trust. The sale prices were between $19.95 and $24.55, with an estimated average price of $22.48.

Sold Out: Nuveen Short-Term REIT ETF (NURE)

Ritter Daniher Financial Advisory, Llc sold out a holding in Nuveen Short-Term REIT ETF. The sale prices were between $34.06 and $37.67, with an estimated average price of $35.88.

Sold Out: FIRST TR EXCH ALPH (FEMS)

Ritter Daniher Financial Advisory, Llc sold out a holding in FIRST TR EXCH ALPH. The sale prices were between $41.8 and $46.08, with an estimated average price of $43.89.



Here is the complete portfolio of RITTER DANIHER FINANCIAL ADVISORY, LLC. Also check out:

1. RITTER DANIHER FINANCIAL ADVISORY, LLC's Undervalued Stocks
2. RITTER DANIHER FINANCIAL ADVISORY, LLC's Top Growth Companies, and
3. RITTER DANIHER FINANCIAL ADVISORY, LLC's High Yield stocks
4. Stocks that RITTER DANIHER FINANCIAL ADVISORY, LLC keeps buying
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