Leicht Financial Planning & Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 19, 2021	SELL	$41.62 - $44.42 $12.3 Million - $13.1 Million	-294,523 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$37.11 - $42.11 $682,267 - $774,192	18,385 Added 6.66%	294,523 $12.4 Million
Q3 2020 Oct 19, 2020	BUY	$35.48 - $40.83 $1.03 Million - $1.19 Million	29,116 Added 11.79%	276,138 $10.7 Million
Q2 2020 Jul 10, 2020	BUY	$28.83 - $36.83 $7.12 Million - $9.1 Million	247,022 New	247,022 $8.73 Million

Others Institutions Holding SPHQ

# of Institutions

537

Shares Held

119M

Call Options Held

4.1K

Put Options Held

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.6M
Shares

$519 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

View Full List

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