Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$182 Million
Q1 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$49.75 - $54.44 $5.48 Million - $6 Million	-110,243 Reduced 78.48%	30,226 $1.65 Million
Q1 2023 May 04, 2023	BUY	$46.97 - $51.65 $158,007 - $173,750	3,364 Added 2.45%	140,469 $7.08 Million
Q4 2022 Jan 19, 2023	SELL	$46.29 - $50.41 $39,300 - $42,798	-849 Reduced 0.62%	137,105 $0
Q3 2022 Nov 07, 2022	BUY	N/A	79 Added 0.06%	137,954 $6.09 Million
Q2 2022 Oct 28, 2022	SELL	N/A	-137,875 Reduced 50.0%	137,875 $6.41 Million

Q2 2022 Jul 13, 2022	BUY	N/A	139,937 Added 103.04%	275,750 $6.42 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-219,796 Reduced 61.81%	135,813 $7.55 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-60,608 Reduced 14.56%	355,609 $20.8 Million
Q3 2021 Oct 22, 2021	SELL	N/A	-5,964 Reduced 1.41%	416,217 $22.5 Million
Q2 2021 Jul 23, 2021	SELL	N/A	-5,273 Reduced 1.23%	422,181 $22.6 Million
Q1 2021 Apr 20, 2021	SELL	N/A	-427,454 Reduced 50.0%	427,454 $21 Million
Q1 2021 Apr 19, 2021	BUY	N/A	526,756 Added 160.52%	854,908 $21 Million
Q4 2020 Jan 22, 2021	BUY	N/A	11,441 Added 3.61%	328,152 $15.1 Million
Q3 2020 Oct 19, 2020	SELL	N/A	-42,414 Reduced 11.81%	316,711 $12.9 Million
Q2 2020 Jul 10, 2020	BUY	N/A	359,125 New	359,125 $13.6 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.6M

Call Options Held

131K

Put Options Held

100

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