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
813Shares Held
34.9MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
-
Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
-
Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio