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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$29.36 - $35.76 $6.39 Million - $7.79 Million	-217,755 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$26.65 - $37.66 $5.64 Million - $7.97 Million	211,747 Added 3524.42%	217,755 $6.6 Million
Q4 2019 Jan 17, 2020	BUY	$32.51 - $36.69 $195,320 - $220,433	6,008 New	6,008 $218,000

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$296 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$224 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$148 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$111 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$62.3 Million
0.02% of portfolio

View Full List

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