Leicht Financial Planning & Wealth Management, Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$32.09 - $35.22 $386,459 - $424,154	-12,043 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$28.21 - $35.27 $339,733 - $424,756	12,043 New	12,043 $395,000

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.7M

Call Options Held

900

Put Options Held

100

Adviser Investments LLC

13.4M
Shares

$388 Million
5.06% of portfolio
Lpl Financial LLC Fort Mill, SC

3.19M
Shares

$92.5 Million
0.04% of portfolio
St Germain D J CO Inc Springfield, MA

2.47M
Shares

$71.7 Million
3.5% of portfolio
Nepc LLC Boston, MA

2.46M
Shares

$71.4 Million
2.23% of portfolio
Bank Of America Corp Charlotte, NC

2.27M
Shares

$66 Million
0.01% of portfolio

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About SPDR SER TR SPDR PORTFOLIO COR

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