Leicht Financial Planning & Wealth Management, Inc. Ishares Core S&P Total U.S. St 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
Q1 2020 Apr 13, 2020	SELL	$49.67 - $76.42 $193,365 - $297,503	-3,893 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$65.12 - $72.96 $253,512 - $284,033	3,893 New	3,893 $283,000

Others Institutions Holding ITOT

# of Institutions

1,514

Shares Held

303M

Call Options Held

54.6K

Put Options Held

17.8K

Wells Fargo & Company San Francisco, CA

55.3M
Shares

$7.41 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.53 Billion
0.13% of portfolio
Betterment LLC New York, NY

11.8M
Shares

$1.58 Billion
3.65% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.41 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

9.02M
Shares

$1.21 Billion
0.41% of portfolio

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