Litman Gregory Wealth Management LLC Spdr Bloomberg Short Term High Transaction History
Litman Gregory Wealth Management LLC
- $1.27 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SJNK
# of Institutions
409Shares Held
133MCall Options Held
103KPut Options Held
80.4K-
Ameriprise Financial Inc Minneapolis, MN18.7MShares$476 Million0.13% of portfolio
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Grimes & Company, Inc.6.64MShares$169 Million4.72% of portfolio
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Wright Fund Management, LLC Santa Monica, CA5.31MShares$135 Million4.77% of portfolio
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Lpl Financial LLC Fort Mill, SC4.61MShares$117 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA4.24MShares$108 Million0.02% of portfolio