Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio 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 stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 110,113 shares of SPMD stock, worth $6.02 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
110,113
Previous 107,480
2.45%
Holding current value
$6.02 Million
Previous $5.51 Million
9.2%
% of portfolio
3.03%
Previous 2.94%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio