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 $6.8M. 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 $6.8M on 2025-12-31. 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 213. In the recent year, Litman Gregory Wealth Management LLC has increased its shares by 656.

It has also owned 28 contracts of calls, with the market value of the underlying securities totaling $1.9M on 2025-12-31. At its peak, it held 28 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.9M on 2025-12-31. At its lowest, it held 28 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.9M on 2025-12-31.