Leicht Financial Planning & Wealth Management, Inc. Proshares Short S&P500 New (De Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$188 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 17, 2020	SELL	$23.92 - $26.93 $968,927 - $1.09 Million	-40,507 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$25.95 - $26.32 $345,472 - $350,398	13,313 Added 48.96%	40,507 $1.06 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-1,594 Reduced 5.54%	27,194 $724,000
Q1 2019 May 02, 2019	BUY	N/A	8,659 Added 43.02%	28,788 $796,000
Q4 2018 Jan 28, 2019	BUY	N/A	20,129 New	20,129 $632,000

Others Institutions Holding SH

# of Institutions

171

Shares Held

26.2M

Call Options Held

1.34M

Put Options Held

27.5K

Morgan Stanley New York, NY

4.79M
Shares

$52.1 Million
0.0% of portfolio
Fure Financial Corp Bloomington, MN

1.75M
Shares

$19 Million
24.77% of portfolio
Prostatis Group LLC Hanover, MD

1.72M
Shares

$18.7 Million
0.91% of portfolio
Ria Advisory Group LLC Ames, IA

1.22M
Shares

$13.3 Million
5.85% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.09M
Shares

$11.9 Million
0.32% of portfolio

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