Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Short Term Trea Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$30.66 - $30.74 $830,395 - $832,562	-27,084 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$29.96 - $30.72 $811,436 - $832,020	27,084 New	27,084 $828,000

Others Institutions Holding SPTS

# of Institutions

402

Shares Held

176M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

22.4M
Shares

$651 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$631 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$394 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$350 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$269 Million
10.18% of portfolio

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