Litman Gregory Wealth Management LLC Ishares Tr Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,400 shares of DVY stock, worth $451,010. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,400 -0.0%
Holding current value
$451,010
Previous $411,000 11.68%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $385,254 - $418,812
3,400 New
3,400 $418,000
Q2 2021

Jul 27, 2021
SELL
$114.14 - $123.06 $6,049 - $6,522
-53 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
N/A
53 New
53 $5,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email