Leicht Financial Planning & Wealth Management, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$26.85 - $35.49 $7.31 Million - $9.66 Million	-272,183 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$24.35 - $37.92 $6.63 Million - $10.3 Million	272,183 New	272,183 $7.66 Million

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$134 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$79.8 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$67.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$63.9 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$62.3 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

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