Litman Gregory Wealth Management LLC Trims Holdings in Meta …

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 …

CouponFollow Extension

9%
OFF

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 …

etfdailynews.com

9%
OFF

Litman Gregory Wealth Management LLC Trims Holdings In

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 to …

marketbeat.com

6%
OFF

Litman Gregory Wealth Management LLC Trims Stake In Taiwan ...

2 weeks from now

Feb 1, 2025 · Litman Gregory Wealth Management LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM - Free Report) by 5.6% in the 4th quarter, …

marketbeat.com

7%
OFF

Litman Gregory Wealth Management LLC Has $18.68 Million …

2 weeks from now

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 …

etfdailynews.com

5%
OFF

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

2 weeks from now

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 …

etfdailynews.com

7%
OFF

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 …

marketbeat.com

$2085927785
OFF

LITMAN GREGORY WEALTH MANAGEMENT LLC Top 13F Holdings …

2 weeks from now

Litman Gregory Wealth Management is a hedge fund with 558 clients and discretionary assets under management (AUM) of $2,085,927,785 (Form ADV from 2025-01-15). Their last …

whalewisdom.com

9%
OFF

Litman Gregory Wealth Management LLC Decreases Stock …

2 weeks from now

6 days ago · Litman Gregory Wealth Management LLC lessened its holdings in Vanguard Russell 1000 (NASDAQ:VONE - Free Report) by 1.9% during the fourth quarter, according to the …

marketbeat.com

$490000
OFF

Litman Gregory Wealth Management LLC Has $490,000 ... - ETF …

2 weeks from now

11 hours ago · 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 …

etfdailynews.com

$6
OFF

Litman Gregory, A Nationally Recognized US Wealth And Asset …

2 weeks from now

through Litman Gregory AdvisorIntelligence. The firm oversees $6.2* billion in investment assets. litmangregory.com *The Litman Gregory companies that manage assets include Litman …

imgp.com

$134063000
OFF

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

2 weeks from now

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 …

etfdailynews.com

FAQs about Litman Gregory Wealth Management LLC Trims Holdings in Meta … Coupon?

How many shares does Litman Gregory Wealth Management LLC own?

The fund owned 59,116 shares of the credit-card processor’s stock after selling 1,013 shares during the quarter. Visa accounts for approximately 1.6% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 15th largest position. ...

Does Litman Gregory own Visa Inc?

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 shares of the credit-card processor’s stock after selling 1,013 shares during the quarter. ...

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 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 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. ...