A detailed history of Litman Gregory Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,215 shares of XLP stock, worth $244,468. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,215
Previous 3,215 -0.0%
Holding current value
$244,468
Previous $246,000 0.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 03, 2024

BUY
$71.59 - $76.36 $230,161 - $245,497
3,215 New
3,215 $245,000
Q3 2019

Nov 06, 2019

SELL
N/A
-10 Closed
0 $0
Q2 2019

Jul 31, 2019

BUY
N/A
10 New
10 $1,000
Q4 2018

Feb 01, 2019

SELL
N/A
-93 Closed
0 $0
Q1 2018

May 07, 2018

BUY
N/A
93 New
93 $5,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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.