Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Celgene Corp
Q2 2018 Filed on Aug 09, 2018
425
N/A
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2018 Filed on Aug 09, 2018
1,775
$47.77 - $48.3 $84.8K - $85.7K
FTV
Fortive Corp

Technology
Q2 2018 Filed on Aug 09, 2018
175
$58.84 - $67.84 $10.3K - $11.9K
FXI
Ishares Tr

ETFs
Q2 2018 Filed on Aug 09, 2018
412
$41.99 - $48.77 $17.3K - $20.1K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
36
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
1,150
$25.52 - $31.93 $29.3K - $36.7K
NTAP
Net App, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
300
$59.16 - $78.53 $17.7K - $23.6K
Halyard Health, Inc.
Q2 2018 Filed on Aug 09, 2018
28
N/A
Noble Energy Inc
Q2 2018 Filed on Aug 09, 2018
500
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q2 2018 Filed on Aug 09, 2018
100
$546.43 - $595.14 $54.6K - $59.5K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
750
$16.4 - $19.51 $12.3K - $14.6K
Orbital Atk Inc
Q2 2018 Filed on Aug 09, 2018
125
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2018 Filed on Aug 09, 2018
1,100
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
KMX
Carmax Inc

Consumer Cyclical
Q2 2018 Filed on Aug 09, 2018
1,100
$58.77 - $80.19 $64.6K - $88.2K
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
ORCL
Oracle Corp

Technology
Q2 2018 Filed on Aug 09, 2018
275
$42.82 - $48.45 $11.8K - $13.3K
OMC
Omnicom Group Inc.

Communication Services
Q2 2018 Filed on Aug 09, 2018
490
$70.22 - $76.31 $34.4K - $37.4K
CMI
Cummins Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
385
$132.32 - $170.83 $50.9K - $65.8K
FISV
Fiserv Inc

Technology
Q2 2018 Filed on Aug 09, 2018
1,630
$68.99 - $76.49 $112K - $125K
SPWR
Sunpower Corp

Technology
Q2 2018 Filed on Aug 09, 2018
150
$4.62 - $6.4 $693 - $960
Dow Du Pont, Inc.
Q1 2018 Filed on May 07, 2018
838
N/A
PSX
Phillips 66

Energy
Q1 2018 Filed on May 07, 2018
342
$89.58 - $106.9 $30.6K - $36.6K
WU
Western Union CO

Financial Services
Q1 2018 Filed on May 07, 2018
2,400
$18.81 - $21.49 $45.1K - $51.6K
Apache Corp.
Q1 2018 Filed on May 07, 2018
1,000
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2017 Filed on Jan 30, 2018
1,469
$29.81 - $31.09 $43.8K - $45.7K
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