Leicht Financial Planning & Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$79.83 - $113.09 $468,681 - $663,951	-5,871 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$71.66 - $118.71 $2.17 Million - $3.6 Million	-30,297 Reduced 83.77%	5,871 $496,000
Q4 2019 Jan 17, 2020	BUY	$103.92 - $115.93 $3.48 Million - $3.88 Million	33,472 Added 1241.54%	36,168 $4.19 Million
Q3 2019 Oct 17, 2019	BUY	$102.4 - $110.18 $60,211 - $64,785	588 Added 27.89%	2,696 $291,000
Q2 2019 Aug 02, 2019	BUY	$100.69 - $108.19 $212,254 - $228,064	2,108 New	2,108 $227,000

Others Institutions Holding RSP

# of Institutions

1,827

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.93 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.05 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.47 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.41 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

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