Leicht Financial Planning & Wealth Management, Inc. Ishares Trust Ishares Pfd And Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$30.01 - $35.86 $401,893 - $480,237	-13,392 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$25.12 - $38.29 $1.44 Million - $2.19 Million	-57,284 Reduced 81.05%	13,392 $426,000
Q4 2019 Jan 17, 2020	SELL	$36.77 - $37.68 $2.87 Million - $2.94 Million	-78,149 Reduced 52.51%	70,676 $2.66 Million
Q3 2019 Oct 17, 2019	SELL	$36.77 - $37.53 $149,506 - $152,596	-4,066 Reduced 2.66%	148,825 $5.59 Million
Q2 2019 Aug 02, 2019	BUY	$36.27 - $37.09 $425,011 - $434,620	11,718 Added 8.3%	152,891 $5.63 Million
Q1 2019 May 02, 2019	BUY	$34.55 - $36.63 $1.77 Million - $1.87 Million	51,097 Added 56.73%	141,173 $5.16 Million
Q4 2018 Jan 28, 2019	BUY	$33.41 - $36.68 $1.26 Million - $1.38 Million	37,572 Added 71.56%	90,076 $3.08 Million
Q3 2018 Oct 19, 2018	BUY	$37.02 - $38.0 $1.73 Million - $1.77 Million	46,621 Added 792.47%	52,504 $1.95 Million
Q2 2018 Jul 16, 2018	BUY	$36.91 - $37.71 $217,141 - $221,847	5,883 New	5,883 $223,000

Others Institutions Holding PFF

# of Institutions

1,099

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

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