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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$231.06 - $263.81 $208,647 - $238,220	903 New	903 $0

Others Institutions Holding RYT

# of Institutions

386

Shares Held

43.2M

Call Options Held

7.4K

Put Options Held

17.3K

Bank Of America Corp Charlotte, NC

4.52M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

2.69M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

2.11M
Shares

$0
0.0% of portfolio
Ubs Group Ag

1.72M
Shares

$0
0.0% of portfolio
Davis Investment Partners, LLC Charlotte, NC

1.57M
Shares

$0
24.49% of portfolio

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