Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $210 Million
- Q2 2025
A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 390,289 shares of SPSM stock, worth $18 Million. This represents 7.9% of its overall portfolio holdings.
Number of Shares
390,289
Previous 384,956
1.39%
Holding current value
$18 Million
Previous $15.6 Million
6.38%
% of portfolio
7.9%
Previous 8.19%
Shares
22 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$812 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$283 Million0.05% of portfolio