Litman Gregory Wealth Management LLC Ishares S&P 100 ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,433 shares of OEF stock, worth $1.45 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,433
Previous 5,404
0.54%
Holding current value
$1.45 Million
Previous $1.43 Million
1.19%
% of portfolio
0.12%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding OEF
# of Institutions
835Shares Held
35.7MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
-
Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio