Litman Gregory Wealth Management LLC Purchases and Sells in Q4 2024

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
16.3K
+ 6.62%
$521.84 - $558.82 $8.53M - $9.13M
263K $142M
499K
+ 50.59%
$26.01 - $28.19 $13M - $14.1M
1.48M $38.8M
177K
+ 102.16%
$60.73 - $64.94 $10.8M - $11.5M
350K $21.5M
67.8K
+ 42.82%
$113.92 - $127.38 $7.73M - $8.64M
226K $26.1M
436
+ 0.19%
$570.51 - $610.59 $249K - $266K
228K $134M
27.5K
+ 17.36%
$41.09 - $45.94 $1.13M - $1.26M
186K $7.82M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
7.47K
New
$66.56 - $79.4 $497K - $593K
7.47K $504K
10.8K
New
$26.93 - $84.95 $290K - $915K
10.8K $294K
1.07K
New
$179.17 - $207.15 $191K - $221K
1.07K $202K
218
New
$873.59 - $994.69 $190K - $217K
218 $199K
TCW ETF TRUST
6.69K
New
N/A
6.69K $0

Top Sells

Reduced Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
-637K
- 86.29%
$25.74 - $53.78 $16.4M - $34.2M
101K $2.61M
-11.8K
- 0.66%
$47.57 - $52.44 $561K - $619K
1.78M $85M
-258K
- 26.83%
$29.77 - $30.19 $7.67M - $7.78M
703K $21M
-94.2K
- 30.84%
$71.75 - $75.11 $6.76M - $7.08M
211K $15.2M
-80K
- 8.07%
$44.04 - $49.49 $3.52M - $3.96M
911K $40.1M
-37.3K
- 20.74%
$87.42 - $98.06 $3.26M - $3.65M
142K $12.7M
View all
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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