Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 28, 2020
7
$78.75 - $100.3 $551 - $702
CTVA
Corteva, Inc.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
400
$20.74 - $31.71 $8.3K - $12.7K
Royal Dutch Shell
Q1 2020 Filed on Apr 28, 2020
1,205
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
269
$41.77 - $103.03 $11.2K - $27.7K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on Apr 28, 2020
61
$23.74 - $43.06 $1.45K - $2.63K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 28, 2020
504
N/A
MMM
3 M CO

Industrials
Q1 2020 Filed on Apr 28, 2020
62
$117.87 - $181.37 $7.31K - $11.2K
BCE
Bce Inc

Communication Services
Q1 2020 Filed on Apr 28, 2020
166
$31.96 - $49.18 $5.31K - $8.16K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q1 2020 Filed on Apr 28, 2020
100
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on Apr 28, 2020
131
$41.02 - $59.59 $5.37K - $7.81K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on Apr 28, 2020
603
$17.66 - $31.17 $10.6K - $18.8K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2020 Filed on Apr 28, 2020
99
$82.88 - $179.72 $8.21K - $17.8K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
58
$13.54 - $24.27 $785 - $1.41K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2020 Filed on Apr 28, 2020
185
$59.35 - $90.15 $11K - $16.7K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2020 Filed on Apr 28, 2020
9
$16.15 - $47.37 $145 - $426
SNA
Snap On Inc

Industrials
Q1 2020 Filed on Apr 28, 2020
804
$95.57 - $170.0 $76.8K - $137K
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
100
$31.29 - $82.78 $3.13K - $8.28K
Spdr Mfs Systematic Core Equity (Etf)
Q1 2020 Filed on Apr 28, 2020
18
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
127
$32.36 - $58.18 $4.11K - $7.39K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 28, 2020
125
$26.18 - $40.44 $3.27K - $5.06K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
80
$36.76 - $63.99 $2.94K - $5.12K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q1 2020 Filed on Apr 28, 2020
1,329
$26.31 - $42.87 $35K - $57K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
650
$19.86 - $28.64 $12.9K - $18.6K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on Apr 28, 2020
1,744
$7.0 - $14.99 $12.2K - $26.1K
LIN
Linde PLC

Basic Materials
Q1 2020 Filed on Apr 28, 2020
23
$150.0 - $223.55 $3.45K - $5.14K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
12
$40.75 - $81.0 $489 - $972
Illinois Tool Works Inc.
Q1 2020 Filed on Apr 28, 2020
28
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on Apr 28, 2020
130
$23.33 - $27.94 $3.03K - $3.63K
PLD
Prologis, Inc.

Real Estate
Q1 2020 Filed on Apr 28, 2020
56
$62.82 - $99.23 $3.52K - $5.56K
AGCO
Agco Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
134
$36.97 - $78.22 $4.95K - $10.5K
Mc Cormick & Co. Inc.
Q1 2020 Filed on Apr 28, 2020
25
N/A
United Technologies Corp.
Q1 2020 Filed on Apr 28, 2020
648
N/A
DUK
Duke Energy Corp

Utilities
Q1 2020 Filed on Apr 28, 2020
41
$64.15 - $102.43 $2.63K - $4.2K
PDN
Invesco Fd Tr

ETFs
Q1 2020 Filed on Apr 28, 2020
302
$20.1 - $32.25 $6.07K - $9.74K
ECL
Ecolab Inc.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
25
$125.22 - $210.31 $3.13K - $5.26K
MTB
M&T Bank Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
10
$149.75 - $171.98 $1.5K - $1.72K
MU
Micron Technology Inc

Technology
Q4 2019 Filed on Jan 30, 2020
843
$41.98 - $55.42 $35.4K - $46.7K
Marvell Technology Group LTD
Q4 2019 Filed on Jan 30, 2020
73
N/A
DOW
Dow Inc.

Basic Materials
Q4 2019 Filed on Jan 30, 2020
223
$43.85 - $55.99 $9.78K - $12.5K
Suntrust Banks Inc.
Q4 2019 Filed on Jan 30, 2020
31
N/A
SRE
Sempra Energy

Utilities
Q4 2019 Filed on Jan 30, 2020
12
$141.17 - $152.03 $1.69K - $1.82K
Xcelera Inc (Nv)
Q4 2019 Filed on Jan 30, 2020
150
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
19
$101.03 - $134.17 $1.92K - $2.55K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
10
$80.81 - $106.91 $808 - $1.07K
XEL
Xcel Energy Inc

Utilities
Q4 2019 Filed on Jan 30, 2020
47
$60.07 - $64.95 $2.82K - $3.05K
OGE
Oge Energy Corp.

Utilities
Q4 2019 Filed on Jan 30, 2020
130
$41.96 - $45.26 $5.45K - $5.88K
NTRS
Northern Trust Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
138
$86.82 - $109.88 $12K - $15.2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Jan 30, 2020
7
$166.71 - $223.91 $1.17K - $1.57K
TXN
Texas Instruments Inc

Technology
Q4 2019 Filed on Jan 30, 2020
60
$116.1 - $131.69 $6.97K - $7.9K
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