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
IDLB
Invesco ETF Tr Ii Ftse Intl Lo

ETFs
Q3 2019 Filed on Nov 06, 2019
1,086
N/A
Aqua America Inc
Q3 2019 Filed on Nov 06, 2019
1,400
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2019 Filed on Nov 06, 2019
64
$36.77 - $37.53 $2.35K - $2.4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2019 Filed on Nov 06, 2019
11
$101.59 - $103.8 $1.12K - $1.14K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q3 2019 Filed on Nov 06, 2019
1,211
$28.12 - $31.46 $34.1K - $38.1K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q3 2019 Filed on Nov 06, 2019
90
$83.83 - $88.05 $7.54K - $7.92K
TRTN
Triton International LTD

Industrials
Q3 2019 Filed on Nov 06, 2019
2,500
$29.93 - $35.48 $74.8K - $88.7K
Americas Silver Corp
Q3 2019 Filed on Nov 06, 2019
396
N/A
NTES
Net Ease, Inc.

Communication Services
Q3 2019 Filed on Nov 06, 2019
25
$42.38 - $56.07 $1.06K - $1.4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2019 Filed on Jul 31, 2019
27
$149.26 - $195.21 $4.03K - $5.27K
VHT
Vanguard Health Care ETF

ETFs
Q2 2019 Filed on Jul 31, 2019
2,823
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2019 Filed on Jul 31, 2019
320
N/A
Pershing Gold Corp
Q2 2019 Filed on Jul 31, 2019
555
N/A
Vanguard Reit Index
Q1 2019 Filed on Apr 30, 2019
698
N/A
RNST
Renasant Corp

Financial Services
Q1 2019 Filed on Apr 30, 2019
1,891
$31.04 - $38.9 $58.7K - $73.6K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2019 Filed on Apr 30, 2019
50
$77.49 - $89.75 $3.87K - $4.49K
RWX
Spdr Dow Jones International R

ETFs
Q1 2019 Filed on Apr 30, 2019
2,927
N/A
CAT
Caterpillar Inc

Industrials
Q1 2019 Filed on Apr 30, 2019
600
$121.51 - $141.41 $72.9K - $84.8K
NTR
Nutrien Ltd.

Basic Materials
Q1 2019 Filed on Apr 30, 2019
557
$45.05 - $55.57 $25.1K - $31K
NEM
Newmont Corp

Basic Materials
Q1 2019 Filed on Apr 30, 2019
400
$31.02 - $36.48 $12.4K - $14.6K
Mylan Laboratories
Q1 2019 Filed on Apr 30, 2019
300
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2019 Filed on Apr 30, 2019
50
$26.42 - $38.74 $1.32K - $1.94K
Hemispherx Biopharma Inc
Q1 2019 Filed on Apr 30, 2019
72
N/A
ES
Eversource Energy

Utilities
Q1 2019 Filed on Apr 30, 2019
2,520
$63.45 - $71.95 $160K - $181K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
Q1 2019 Filed on Apr 30, 2019
125
$31.59 - $35.63 $3.95K - $4.45K
CGC
Canopy Growth Corp

Healthcare
Q1 2019 Filed on Apr 30, 2019
50
$28.11 - $50.77 $1.41K - $2.54K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2018 Filed on Feb 01, 2019
191
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Feb 01, 2019
30
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 01, 2019
22
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2018 Filed on Feb 01, 2019
82
N/A
Power Shares Ftse Rafi Us 1500 Small Mid (Etf)
Q3 2018 Filed on Nov 15, 2018
539
N/A
Ubs Etracs Alerian Mlp Infrastructure Index Etn Due 4/2/2040
Q3 2018 Filed on Nov 15, 2018
4,150
N/A
SPWR
Sunpower Corp

Technology
Q2 2018 Filed on Aug 09, 2018
150
$4.62 - $6.4 $693 - $960
CDK
Cdk Global, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
87
$62.41 - $66.15 $5.43K - $5.76K
Celgene Corp
Q2 2018 Filed on Aug 09, 2018
425
N/A
CMI
Cummins Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
385
$132.32 - $170.83 $50.9K - $65.8K
COF
Capital One Financial Corp

Financial Services
Q2 2018 Filed on Aug 09, 2018
855
$87.92 - $98.35 $75.2K - $84.1K
SLB
Schlumberger Limited

Energy
Q2 2018 Filed on Aug 09, 2018
745
$63.48 - $75.03 $47.3K - $55.9K
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
917
$10.3 - $11.11 $9.45K - $10.2K
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
200
$57.11 - $65.29 $11.4K - $13.1K
BEN
Franklin Resources Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
1,290
$31.8 - $34.5 $41K - $44.5K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2018 Filed on Aug 09, 2018
510
$132.81 - $157.38 $67.7K - $80.3K
ANSS
Ansys Inc

Technology
Q2 2018 Filed on Aug 09, 2018
375
$153.51 - $182.73 $57.6K - $68.5K
AFL
Aflac Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
450
$42.97 - $45.89 $19.3K - $20.7K
AFG
American Financial Group Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
375
$105.81 - $114.76 $39.7K - $43K
ADBE
Adobe Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
350
$212.28 - $258.1 $74.3K - $90.3K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 09, 2018
250
$13.04 - $18.26 $3.26K - $4.57K
SYK
Stryker Corp

Healthcare
Q2 2018 Filed on Aug 09, 2018
525
$155.17 - $179.78 $81.5K - $94.4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2018 Filed on Aug 09, 2018
3,042
N/A
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