Litman Gregory Wealth Management LLC Select Sector Spdr Tr Communic Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding XLC
# of Institutions
1,290Shares Held
205MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$4.92 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.21 Billion0.08% of portfolio
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Morgan Stanley New York, NY10.4MShares$1.16 Billion0.08% of portfolio
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Wells Fargo & Company San Francisco, CA8.49MShares$952 Million0.2% of portfolio
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Envestnet Asset Management Inc6.72MShares$753 Million0.25% of portfolio