Litman Gregory Wealth Management LLC's ownership history for SPY

Litman Gregory Wealth Management LLC currently holds 10.0K shares with a market value of $6.7M. It started holding SPY on 2024-09-30. At its peak, it held 10.2K shares on 2025-03-31. Its highest holding value was $6.7M on 2025-09-30. At its lowest, it held 8.9K shares on 2024-09-30, with a value of $5.1M on 2024-09-30. In the recent 180 days, Litman Gregory Wealth Management LLC has decreased its shares by 206. In the recent year, Litman Gregory Wealth Management LLC has increased its shares by 1.1K.