Leicht Financial Planning & Wealth Management, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$41.0 - $43.97 $43,952 - $47,135	1,072 Added 0.69%	155,775 $0
Q3 2022 Nov 07, 2022	SELL	$41.91 - $46.15 $25,397 - $27,966	-606 Reduced 0.39%	154,703 $6.53 Million
Q2 2022 Oct 28, 2022	SELL	$43.6 - $47.89 $6.77 Million - $7.44 Million	-155,309 Reduced 50.0%	155,309 $6.94 Million
Q2 2022 Jul 13, 2022	BUY	$43.6 - $47.89 $6.7 Million - $7.35 Million	153,558 Added 97.77%	310,618 $6.94 Million
Q1 2022 Apr 26, 2022	BUY	$47.38 - $51.33 $315,882 - $342,217	6,667 Added 4.43%	157,060 $7.52 Million
Q4 2021 Feb 11, 2022	SELL	$51.35 - $52.36 $163,652 - $166,871	-3,187 Reduced 2.08%	150,393 $7.77 Million
Q3 2021 Oct 22, 2021	SELL	$51.92 - $53.01 $96,778 - $98,810	-1,864 Reduced 1.2%	153,580 $8.11 Million
Q2 2021 Jul 23, 2021	BUY	$51.34 - $52.27 $1.15 Million - $1.17 Million	22,471 Added 16.9%	155,444 $8.19 Million
Q1 2021 Apr 20, 2021	SELL	$51.09 - $53.61 $6.79 Million - $7.13 Million	-132,973 Reduced 50.0%	132,973 $6.81 Million
Q1 2021 Apr 19, 2021	SELL	$51.09 - $53.61 $944,296 - $990,873	-18,483 Reduced 6.5%	265,946 $6.82 Million
Q4 2020 Jan 22, 2021	SELL	$53.28 - $53.95 $1.66 Million - $1.68 Million	-31,157 Reduced 9.87%	284,429 $15.3 Million
Q3 2020 Oct 19, 2020	SELL	$53.76 - $54.71 $1.85 Million - $1.88 Million	-34,368 Reduced 9.82%	315,586 $17 Million
Q2 2020 Jul 10, 2020	BUY	$51.53 - $53.82 $18 Million - $18.8 Million	349,954 New	349,954 $18.8 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

21.7M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account