Leicht Financial Planning & Wealth Management, Inc. Ishares Msci Usa Size Factor E Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $191 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
78Shares Held
1.84MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$73.8 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$66.8 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.1 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$17.9 Million7.18% of portfolio
-
Strategic Financial Services, Inc, Utica, NY104KShares$16.1 Million0.87% of portfolio