A detailed history of Litman Gregory Wealth Management LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,875 shares of TD stock, worth $256,473. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,875
Previous 6,125 20.41%
Holding current value
$256,473
Previous $336,000 8.33%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$54.54 - $64.56 $68,175 - $80,700
-1,250 Reduced 20.41%
4,875 $308,000
Q2 2024

Jul 30, 2024

BUY
$53.85 - $60.24 $67,312 - $75,300
1,250 Added 25.64%
6,125 $336,000
Q1 2024

May 03, 2024

BUY
$57.91 - $65.05 $28,955 - $32,525
500 Added 11.43%
4,875 $294,000
Q4 2023

Jan 31, 2024

BUY
$54.9 - $64.8 $41,175 - $48,600
750 Added 20.69%
4,375 $282,000
Q3 2023

Oct 23, 2023

BUY
$59.03 - $65.94 $213,983 - $239,032
3,625 New
3,625 $218,000
Q4 2020

Feb 05, 2021

SELL
$43.43 - $56.83 $4,169 - $5,455
-96 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$43.23 - $50.56 $4,150 - $4,853
96 New
96 $4,000

Others Institutions Holding TD

About TORONTO DOMINION BANK


  • Ticker TD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,813,100,032
  • Market Cap $95.4B
  • Description
  • The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...
More about TD
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.