Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C 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 S&P 600 Small C stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 377,425 shares of SPSM stock, worth $15.7 Million. This represents 8.67% of its overall portfolio holdings.
Number of Shares
377,425
Previous 376,562
0.23%
Holding current value
$15.7 Million
Previous $17.1 Million
1.07%
% of portfolio
8.67%
Previous 8.63%
Shares
20 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$922 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$876 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$674 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$272 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$231 Million0.05% of portfolio