Leicht Financial Planning & Wealth Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Oct 28, 2022	SELL	$55.42 - $64.55 $3.61 Million - $4.21 Million	-65,218 Reduced 50.0%	65,218 $3.74 Million
Q2 2022 Jul 13, 2022	BUY	$55.42 - $64.55 $3.56 Million - $4.14 Million	64,201 Added 96.93%	130,436 $3.73 Million
Q1 2022 Apr 26, 2022	SELL	$60.09 - $66.2 $128,352 - $141,403	-2,136 Reduced 3.12%	66,235 $4.22 Million
Q4 2021 Feb 11, 2022	BUY	$58.98 - $66.05 $129,638 - $145,177	2,198 Added 3.32%	68,371 $4.5 Million
Q3 2021 Oct 22, 2021	BUY	$58.84 - $62.73 $17,652 - $18,819	300 Added 0.46%	66,173 $3.98 Million
Q2 2021 Jul 23, 2021	BUY	$57.5 - $60.08 $118,047 - $123,344	2,053 Added 3.22%	65,873 $4.01 Million
Q1 2021 Apr 20, 2021	SELL	$53.02 - $57.54 $3.38 Million - $3.67 Million	-63,820 Reduced 50.0%	63,820 $3.65 Million
Q1 2021 Apr 19, 2021	BUY	$53.02 - $57.54 $3.73 Million - $4.05 Million	70,387 Added 122.94%	127,640 $3.65 Million
Q4 2020 Jan 22, 2021	BUY	$47.73 - $53.96 $356,781 - $403,351	7,475 Added 15.02%	57,253 $3.07 Million
Q3 2020 Oct 19, 2020	SELL	$45.51 - $51.78 $3.34 Million - $3.8 Million	-73,385 Reduced 59.58%	49,778 $2.45 Million
Q2 2020 Jul 10, 2020	BUY	$37.38 - $47.13 $4.6 Million - $5.8 Million	123,163 New	123,163 $5.6 Million

Others Institutions Holding DGRW

# of Institutions

685

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.61 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$998 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$953 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$713 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$565 Million
40.18% of portfolio

View Full List

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