Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Aggregate Bond 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	$24.25 - $25.85 $4.6 Million - $4.9 Million	189,663 New	189,663 $0

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

Lpl Financial LLC Fort Mill, SC

26.2M
Shares

$662 Million
0.31% of portfolio
Cwm, LLC

15.1M
Shares

$380 Million
1.69% of portfolio
State Street Corp Boston, MA

12.9M
Shares

$326 Million
0.01% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

11.9M
Shares

$301 Million
7.2% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$291 Million
0.1% of portfolio

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