Leicht Financial Planning & Wealth Management, Inc. Ishares Msci Usa Size Factor E Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$67.45 - $95.16 $1.09 Million - $1.53 Million	-16,093 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$61.43 - $100.96 $99,148 - $162,949	1,614 Added 11.15%	16,093 $1.14 Million
Q4 2019 Jan 17, 2020	BUY	$87.53 - $97.5 $1.27 Million - $1.41 Million	14,479 New	14,479 $1.41 Million

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.67M

Call Options Held

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$64.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$51.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.3 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.6 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.4 Million
7.47% of portfolio

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