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

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

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

284

Shares Held

52.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.65M
Shares

$299 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$269 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$160 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.75M
Shares

$78.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$76.9 Million
0.03% of portfolio

View Full List

About WISDOMTREE TR

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