Leicht Financial Planning & Wealth Management, Inc. Ishares Tr Convertible Bond Et Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$51.72 - $71.01 $673,446 - $924,621	-13,021 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$46.56 - $68.74 $1.51 Million - $2.23 Million	-32,385 Reduced 71.32%	13,021 $708,000
Q4 2019 Jan 17, 2020	SELL	$57.17 - $62.9 $2.58 Million - $2.84 Million	-45,177 Reduced 49.87%	45,406 $2.85 Million
Q3 2019 Oct 17, 2019	BUY	$58.08 - $61.42 $138,230 - $146,179	2,380 Added 2.7%	90,583 $5.27 Million
Q2 2019 Aug 02, 2019	BUY	$56.45 - $59.8 $304,886 - $322,979	5,401 Added 6.52%	88,203 $5.25 Million
Q1 2019 May 02, 2019	BUY	$51.47 - $59.06 $1.52 Million - $1.75 Million	29,613 Added 55.68%	82,802 $4.8 Million
Q4 2018 Jan 28, 2019	BUY	$50.03 - $59.61 $1.23 Million - $1.47 Million	24,609 Added 86.11%	53,189 $2.79 Million
Q3 2018 Oct 19, 2018	BUY	$57.58 - $60.12 $1.65 Million - $1.72 Million	28,580 New	28,580 $1.71 Million

Others Institutions Holding ICVT

# of Institutions

321

Shares Held

16.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.32M
Shares

$199 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.13M
Shares

$96.7 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

918K
Shares

$78.8 Million
0.01% of portfolio
1832 Asset Management L.P. Toronto, A6

729K
Shares

$62.6 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

533K
Shares

$45.7 Million
0.02% of portfolio

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