Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Americas Silver Corp
Q3 2019 Filed on Nov 06, 2019
396
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
FDN
First Tr Fd Dow Jones

ETFs
Q3 2019 Filed on Nov 06, 2019
125
$133.68 - $151.35 $16.7K - $18.9K
TRTN
Triton International LTD

Industrials
Q3 2019 Filed on Nov 06, 2019
2,500
$29.93 - $35.48 $74.8K - $88.7K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q3 2019 Filed on Nov 06, 2019
960
$41.84 - $42.94 $40.2K - $41.2K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Nov 06, 2019
175
$55.22 - $59.35 $9.66K - $10.4K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2019 Filed on Nov 06, 2019
28
$86.16 - $94.89 $2.41K - $2.66K
BABA
Alibaba Group Holding LTD

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

ETFs
Q2 2019 Filed on Jul 31, 2019
2,823
N/A
CAT
Caterpillar Inc

Industrials
Q1 2019 Filed on Apr 30, 2019
600
$121.51 - $141.41 $72.9K - $84.8K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2019 Filed on Apr 30, 2019
50
$77.49 - $89.75 $3.87K - $4.49K
ES
Eversource Energy

Utilities
Q1 2019 Filed on Apr 30, 2019
2,520
$63.45 - $71.95 $160K - $181K
Hemispherx Biopharma Inc
Q1 2019 Filed on Apr 30, 2019
72
N/A
Vanguard Reit Index
Q1 2019 Filed on Apr 30, 2019
698
N/A
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
Q1 2019 Filed on Apr 30, 2019
125
$31.59 - $35.63 $3.95K - $4.45K
RNST
Renasant Corp

Financial Services
Q1 2019 Filed on Apr 30, 2019
1,891
$31.04 - $38.9 $58.7K - $73.6K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2019 Filed on Apr 30, 2019
50
$26.42 - $38.74 $1.32K - $1.94K
Mylan Laboratories
Q1 2019 Filed on Apr 30, 2019
300
N/A
NEM
Newmont Corp

Basic Materials
Q1 2019 Filed on Apr 30, 2019
400
$31.02 - $36.48 $12.4K - $14.6K
NTR
Nutrien Ltd.

Basic Materials
Q1 2019 Filed on Apr 30, 2019
557
$45.05 - $55.57 $25.1K - $31K
SNAP
Snap Inc

Communication Services
Q1 2019 Filed on Apr 30, 2019
300
$5.64 - $11.28 $1.69K - $3.38K
RWX
Spdr Dow Jones International R

ETFs
Q1 2019 Filed on Apr 30, 2019
2,927
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2018 Filed on Feb 01, 2019
82
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 01, 2019
22
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Feb 01, 2019
30
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2018 Filed on Feb 01, 2019
191
N/A
Ubs Etracs Alerian Mlp Infrastructure Index Etn Due 4/2/2040
Q3 2018 Filed on Nov 15, 2018
4,150
N/A
Power Shares Ftse Rafi Us 1500 Small Mid (Etf)
Q3 2018 Filed on Nov 15, 2018
539
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
917
$10.3 - $11.11 $9.45K - $10.2K
COF
Capital One Financial Corp

Financial Services
Q2 2018 Filed on Aug 09, 2018
855
$87.92 - $98.35 $75.2K - $84.1K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2018 Filed on Aug 09, 2018
1,100
N/A
CMI
Cummins Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
385
$132.32 - $170.83 $50.9K - $65.8K
Celgene Corp
Q2 2018 Filed on Aug 09, 2018
425
N/A
CDK
Cdk Global, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
87
$62.41 - $66.15 $5.43K - $5.76K
BEN
Franklin Resources Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
1,290
$31.8 - $34.5 $41K - $44.5K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
1,150
$25.52 - $31.93 $29.3K - $36.7K
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2018 Filed on Aug 09, 2018
3,042
N/A
RIG
Transocean Ltd.

Energy
Q2 2018 Filed on Aug 09, 2018
109
$9.59 - $13.75 $1.05K - $1.5K
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2018 Filed on Aug 09, 2018
2,700
$21.69 - $23.22 $58.6K - $62.7K
OMC
Omnicom Group Inc.

Communication Services
Q2 2018 Filed on Aug 09, 2018
490
$70.22 - $76.31 $34.4K - $37.4K
ORCL
Oracle Corp

Technology
Q2 2018 Filed on Aug 09, 2018
275
$42.82 - $48.45 $11.8K - $13.3K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
3,300
$13.3 - $13.61 $43.9K - $44.9K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
Q2 2018 Filed on Aug 09, 2018
400
$10.61 - $10.93 $4.24K - $4.37K
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