Litman Gregory Wealth Management LLC TCW ETF TRUST Transaction History

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025
Number of Shares
5,230
Previous 6,404 18.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-1,174 Reduced 18.33%
5,230 $0
Q3 2024

Oct 22, 2024
SELL
N/A
-1,459 Reduced 18.56%
6,404 $0
Q2 2024

Jul 30, 2024
BUY
N/A
7,863 New
7,863 $0
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