Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 21, 2022

SELL
N/A
-16,000 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
N/A
15,748 Added 6249.21%
16,000 $254,000
Q2 2021

Jul 27, 2021

BUY
N/A
252 New
252 $252,000
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.