Leicht Financial Planning & Wealth Management, Inc. Invesco Act Mge Et Cmdt Fd Tr 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
Q3 2018 Oct 19, 2018	SELL	N/A	-12,896 Closed	0 $0
Q2 2018 Jul 16, 2018	BUY	N/A	12,896 New	12,896 $233,000

Others Institutions Holding PDBC

# of Institutions

437

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.68 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$352 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$280 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$213 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$84.9 Million
0.01% of portfolio

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