Leicht Financial Planning & Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$38.34 - $62.84 $170,306 - $279,135	-4,442 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$55.92 - $62.67 $40,094 - $44,934	-717 Reduced 13.9%	4,442 $277,000
Q3 2019 Oct 17, 2019	SELL	$53.71 - $58.5 $259,848 - $283,023	-4,838 Reduced 48.39%	5,159 $295,000
Q2 2019 Aug 02, 2019	SELL	$55.8 - $59.5 $201,493 - $214,854	-3,611 Reduced 26.54%	9,997 $574,000
Q1 2019 May 02, 2019	SELL	$51.31 - $58.06 $286,412 - $324,090	-5,582 Reduced 29.09%	13,608 $782,000
Q4 2018 Jan 28, 2019	SELL	$49.58 - $62.49 $693,425 - $873,985	-13,986 Reduced 42.16%	19,190 $992,000
Q3 2018 Oct 19, 2018	SELL	$60.38 - $63.97 $59,353 - $62,882	-983 Reduced 2.88%	33,176 $2.06 Million
Q2 2018 Jul 16, 2018	BUY	$62.31 - $66.88 $58,509 - $62,800	939 Added 2.83%	34,159 $2.11 Million
Q1 2018 Apr 09, 2018	BUY	$62.72 - $69.19 $375,630 - $414,378	5,989 Added 21.99%	33,220 $2.14 Million
Q4 2017 Jan 12, 2018	BUY	$61.68 - $64.5 $1.11 Million - $1.16 Million	17,936 Added 192.96%	27,231 $1.8 Million
Q3 2017 Nov 02, 2017	BUY	$61.06 - $62.0 $567,552 - $576,290	9,295	9,295 $575,000

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

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