Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Intermediate Te Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $195 Million
- Q4 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 293,655 shares of SPIB stock, worth $9.76 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
293,655
Previous 291,099
0.88%
Holding current value
$9.76 Million
Previous $9.81 Million
1.96%
% of portfolio
4.92%
Previous 4.94%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
603Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio