Leicht Financial Planning & Wealth Management, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$188 Million
Q2 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$56.92 - $65.36 $296,268 - $340,198	-5,205 Reduced 3.18%	158,355 $0
Q3 2022 Nov 07, 2022	SELL	$57.83 - $67.03 $369,244 - $427,986	-6,385 Reduced 3.76%	163,560 $9.46 Million
Q2 2022 Oct 28, 2022	SELL	$58.54 - $69.42 $9.95 Million - $11.8 Million	-169,945 Reduced 50.0%	169,945 $10.5 Million
Q2 2022 Jul 13, 2022	BUY	$58.54 - $69.42 $13.1 Million - $15.6 Million	224,121 Added 193.59%	339,890 $10.5 Million
Q1 2022 Apr 26, 2022	BUY	$62.23 - $68.01 $7.2 Million - $7.87 Million	115,769 New	115,769 $7.77 Million
Q2 2021 Jul 23, 2021	SELL	$58.35 - $61.95 $452,504 - $480,422	-7,755 Closed	0 $0
Q1 2021 Apr 20, 2021	SELL	$53.92 - $58.74 $418,149 - $455,528	-7,755 Reduced 50.0%	7,755 $451,000
Q1 2021 Apr 19, 2021	SELL	$53.92 - $58.74 $3.87 Million - $4.22 Million	-71,835 Reduced 82.24%	15,510 $449,000
Q4 2020 Jan 22, 2021	BUY	$52.03 - $56.23 $157,182 - $169,870	3,021 Added 3.58%	87,345 $4.9 Million
Q3 2020 Oct 19, 2020	SELL	$49.96 - $55.57 $1.33 Million - $1.47 Million	-26,539 Reduced 23.94%	84,324 $4.53 Million
Q2 2020 Jul 10, 2020	BUY	$44.63 - $51.65 $4.95 Million - $5.73 Million	110,863 New	110,863 $5.51 Million

Others Institutions Holding SPLV

# of Institutions

730

Shares Held

62.7M

Call Options Held

17.9K

Put Options Held

7.6K

Morgan Stanley New York, NY

9.31M
Shares

$666 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

7.32M
Shares

$524 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.5M
Shares

$322 Million
4.56% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$181 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$117 Million
0.03% of portfolio

View Full List

About INVESCO ETF TR II S&P 500 LOW

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