Leicht Financial Planning & Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$51.94 - $64.01 $3.35 Million - $4.13 Million	-64,540 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$46.61 - $69.67 $2.07 Million - $3.1 Million	-44,425 Reduced 40.77%	64,540 $3.49 Million
Q4 2019 Jan 17, 2020	BUY	$62.68 - $65.67 $1.87 Million - $1.96 Million	29,842 Added 37.72%	108,965 $7.15 Million
Q3 2019 Oct 17, 2019	BUY	$61.12 - $64.69 $963,801 - $1.02 Million	15,769 Added 24.89%	79,123 $5.07 Million
Q2 2019 Aug 02, 2019	BUY	$58.77 - $62.47 $1.63 Million - $1.73 Million	27,749 Added 77.94%	63,354 $3.91 Million
Q1 2019 May 02, 2019	BUY	$51.18 - $58.8 $1.82 Million - $2.09 Million	35,605 New	35,605 $2.09 Million
Q4 2018 Jan 28, 2019	SELL	$49.77 - $57.05 $194,650 - $223,122	-3,911 Closed	0 $0
Q2 2018 Jul 16, 2018	SELL	$51.06 - $53.87 $5,871 - $6,195	-115 Reduced 2.86%	3,911 $208,000
Q1 2018 Apr 09, 2018	SELL	$50.24 - $55.31 $7,937 - $8,738	-158 Reduced 3.78%	4,026 $204,000
Q4 2017 Jan 12, 2018	SELL	$50.5 - $53.37 $27,573 - $29,140	-546 Reduced 11.54%	4,184 $224,000
Q3 2017 Nov 02, 2017	SELL	$50.1 - $50.34 $279,958 - $281,299	-5,588 Reduced 54.16%	4,730 $239,000
Q2 2017 Aug 15, 2017	SELL	N/A	-58,299 Reduced 84.96%	10,318 $504,000
Q1 2017 Aug 14, 2017	SELL	N/A	-167,540 Reduced 70.94%	68,617 $3.27 Million
Q4 2016 Aug 14, 2017	BUY	N/A	236,157	236,157 $10.8 Million

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

Morgan Stanley New York, NY

17.5M
Shares

$1.61 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.29 Billion
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.1M
Shares

$1.2 Billion
0.48% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$941 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.62M
Shares

$608 Million
1.27% of portfolio

View Full List

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