Wealth Management for Individuals, Families & Nonprofits

Litman Gregory is a nationally recognized boutique wealth management firm that has been helping clients reach their financial goals for more than three decades. Individuals & Families …

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Litman Gregory Wealth Management LLC Has $490,000 Position In …

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8 hours ago · Litman Gregory Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. by 3.8% during the fourth quarter, according to its most recent Form …

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Litman Gregory Wealth Management LLC Increases ... - ETF Daily …

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4 days ago · Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $134,063,000 at the end of the most recent quarter. Other institutional investors …

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Litman Gregory Wealth Management LLC Has $18.68 Million …

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4 days ago · Litman Gregory Wealth Management LLC cut its holdings in Visa Inc. (NYSE:V – Free Report) by 1.7% during the 4th quarter, HoldingsChannel reports.The fund owned 59,116 …

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Litman Gregory Wealth Management LLC Trims Holdings In

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2 days ago · Litman Gregory Wealth Management LLC trimmed its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.9% during the fourth quarter, according to …

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Litman Gregory Wealth Management LLC Has $18.68 Million

2 weeks from now

4 days ago · Litman Gregory Wealth Management LLC cut its position in Visa Inc. (NYSE:V - Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the …

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Litman Gregory Wealth Management LLC Sells 1,000 ... - ETF Daily …

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4 days ago · Litman Gregory Wealth Management LLC lowered its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 34.5% in the 4th quarter, according to its most recent 13F filing …

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Litman Gregory Wealth Management Review 2025 - Investor.com

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Oct 16, 2024 · Litman Gregory Wealth Management, registered in 1995, serves 21 state(s) with a licensed staff of 8 advisors. Litman Gregory Wealth Management manages $2.4 billion and …

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Alphabet Inc. (NASDAQ:GOOG) Shares Sold By Litman Gregory …

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3 days ago · Litman Gregory Wealth Management LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.8% during the fourth quarter, according to the company …

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Litman Gregory Wealth Management LLC Trims Holdings In Meta …

2 weeks from now

2 days ago · Litman Gregory Wealth Management LLC trimmed its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.9% during the fourth quarter, according …

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FAQs about Wealth Management for Individuals, Families & Nonprofits Coupon?

How many shares does Litman Gregory Wealth Management LLC own?

The institutional investor owned 227,735 shares of the company’s stock after purchasing an additional 436 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 11.6% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. ...

Does Litman Gregory Wealth Management LLC own visa?

Visa accounts for approximately 1.6% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 15th largest position. Litman Gregory Wealth Management LLC’s holdings in Visa were worth $18,683,000 at the end of the most recent reporting period. ...

Does Litman Gregory own JPMorgan Chase & Co?

Litman Gregory Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $490,000 at the end of the most recent reporting period. Other large investors have also added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $25,000. ...

Does Litman Gregory own iShares Core S&P 500 ETF?

Litman Gregory Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. ...

Does Litman Gregory own Exxon Mobil?

Litman Gregory Wealth Management LLC’s holdings in Exxon Mobil were worth $204,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vertex Planning Partners LLC increased its stake in Exxon Mobil by 3.1% during the 3rd quarter. ...