Litman Gregory Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,166 shares of XLP stock, worth $240,742. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,166
Previous 3,215 1.52%
Holding current value
$240,742
Previous $244,000 1.64%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-49 Reduced 1.52%
3,166 $240,000
Q1 2024

May 03, 2024
BUY
$71.59 - $76.36 $230,161 - $245,497
3,215 New
3,215 $245,000
Q3 2019

Nov 06, 2019
SELL
N/A
-10 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
N/A
10 New
10 $1,000
Q4 2018

Feb 01, 2019
SELL
N/A
-93 Closed
0 $0
Q1 2018

May 07, 2018
BUY
N/A
93 New
93 $5,000

Others Institutions Holding XLP

# of Institutions
1,323
Shares Held
169M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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