Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Nov 15, 2018

SELL
N/A
-4,150 Closed
0 $0
Q1 2018

May 07, 2018

BUY
N/A
2,470 Added 147.02%
4,150 $88,000
Q4 2017

Jan 30, 2018

SELL
N/A
-12,320 Reduced 88.0%
1,680 $41,000
Q3 2017

Nov 09, 2017

BUY
N/A
14,000
14,000 $352,000
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.