Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $182 Million
- Q1 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 513,062 shares of SPYG stock, worth $41.1 Million. This represents 20.57% of its overall portfolio holdings.
Number of Shares
513,062
Previous 610,805
16.0%
Holding current value
$41.1 Million
Previous $39.7 Million
5.56%
% of portfolio
20.57%
Previous 22.79%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
993Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.25 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.74 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.02 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$632 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$596 Million12.32% of portfolio