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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 19, 2020	SELL	$110.22 - $110.82 $318,425 - $320,158	-2,889 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$109.82 - $111.24 $5.83 Million - $5.9 Million	-53,058 Reduced 94.84%	2,889 $321,000
Q1 2020 Apr 13, 2020	BUY	$105.3 - $110.44 $4.98 Million - $5.23 Million	47,335 Added 549.64%	55,947 $6.19 Million
Q4 2019 Jan 17, 2020	BUY	$107.72 - $108.39 $927,684 - $933,454	8,612 New	8,612 $931,000

Others Institutions Holding MBB

# of Institutions

945

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.94 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.24 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.57 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.8 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.71 Billion
0.72% of portfolio

View Full List

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