Leicht Financial Planning & Wealth Management, Inc. Wisdomtree Tr Us Multifactor F Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$23.43 - $31.32 $193,602 - $258,797	-8,263 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$21.28 - $33.37 $220,524 - $345,813	-10,363 Reduced 55.64%	8,263 $201,000
Q4 2019 Jan 17, 2020	BUY	$29.63 - $32.28 $551,888 - $601,247	18,626 New	18,626 $595,000

Others Institutions Holding USMF

# of Institutions

Shares Held

5.26M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$68 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$62.8 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.4 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16.1 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
Sector ETFs
Industry ETFs

More about USMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account