Litman Gregory Wealth Management LLC SPSB Holdings History
Litman Gregory Wealth Management LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 874,281.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $26.32 Mil. This investment constitutes 2.26% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.35% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2017Q3. And since then Litman Gregory Wealth Management LLC has made 17 purchases of SPSB, at an average price of $29.61, for a total of 4.59 Mil shares. In addition, there have been 11 sales at an average price of $29.54 for 3.71 Mil shares. Based on historical transaction data and SPSB's current price of $30.12, Litman Gregory Wealth Management LLC's estimated gain on his SPSB holdings is $169,463.33, reflecting a 0.12% gain to date.
Litman Gregory Wealth Management LLC SPSB ($30.12) Holding Chart
Litman Gregory Wealth Management LLC SPSB ($30.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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