Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 27, 2021

SELL
N/A
-61,481 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
N/A
5,597 Added 10.02%
61,481 $523,000
Q4 2019

Jan 30, 2020

BUY
N/A
4,971 Added 9.76%
55,884 $619,000
Q4 2018

Feb 01, 2019

BUY
N/A
16,086 Added 46.19%
50,913 $515,000
Q4 2017

Jan 30, 2018

BUY
N/A
11,111 Added 46.85%
34,827 $237,000
Q3 2017

Nov 09, 2017

BUY
N/A
23,716
23,716 $120,000
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.