Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Intermediate Te Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $199 Million
- Q3 2024
A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 291,099 shares of SPIB stock, worth $9.61 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
291,099
Previous 290,617
0.17%
Holding current value
$9.61 Million
Previous $9.46 Million
3.7%
% of portfolio
4.94%
Previous 5.04%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio