What Changes Have Been Made to RTX Co. Holdings?

2 min read | February 08, 2025 09:23 PM PST | By Team Kalkine Media

What Changes Have Been Made to RTX Co. Holdings? — Image source: Shutterstock

Institutional Adjustments in RTX Holdings

Stratos Wealth Partners LTD. decreased its stake in RTX Co. (NYSE:RTX) by 16.8% during the fourth quarter, as per the latest filing with the Securities and Exchange Commission. The firm held 43,376 shares at the quarter’s end after selling 8,786 shares. The total valuation of its holdings in RTX stood at $5,020,000 at that time.

Changes Among Other Financial Entities

Several other institutional firms have also modified their positions in RTX Co. Avestar Capital LLC expanded its stake by 0.6% in the third quarter. This adjustment resulted in ownership of 14,461 shares, valued at $1,752,000, following an additional purchase of 85 shares.

Arbor Wealth Advisors LLC increased its stake by 3.7% in the fourth quarter. The firm now holds 2,382 shares, up by 85 shares, bringing its valuation to $276,000.

Mowery & Schoenfeld Wealth Management LLC adjusted its position with a 20.1% increase in the third quarter. After acquiring 86 additional shares, the firm now owns 514 shares, estimated at $62,000.

Additional Institutional Updates

Blackston Financial Advisory Group LLC expanded its RTX Co. holdings by 3.7% during the third quarter. With an increase of 86 shares, the firm’s total now stands at 2,403 shares, with a valuation of $291,000.

Traveka Wealth LLC also modified its RTX Co. position by 3.2% in the fourth quarter. After acquiring 86 additional shares, its total investment reached 2,789 shares, with a valuation of $323,000.

Broad Institutional Ownership

At present, approximately 86.50% of RTX Co. is owned by institutional investors. These adjustments reflect the dynamic nature of financial firms’ positions within the company. The ongoing shifts in holdings suggest active management strategies by multiple financial entities across different quarters.

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