Leicht Financial Planning & Wealth Management, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$188 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 22, 2021	SELL	$37.03 - $41.81 $6.14 Million - $6.93 Million	-165,823 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$39.26 - $42.54 $1.73 Million - $1.87 Million	44,018 Added 36.14%	165,823 $6.84 Million
Q1 2021 Apr 20, 2021	SELL	$39.62 - $45.05 $4.83 Million - $5.49 Million	-121,805 Reduced 50.0%	121,805 $4.96 Million
Q1 2021 Apr 19, 2021	BUY	$39.62 - $45.05 $5.09 Million - $5.79 Million	128,554 Added 111.73%	243,610 $4.96 Million
Q4 2020 Jan 22, 2021	BUY	$33.67 - $39.76 $377,508 - $445,789	11,212 Added 10.8%	115,056 $4.56 Million
Q3 2020 Oct 19, 2020	BUY	$30.26 - $34.75 $208,370 - $239,288	6,886 Added 7.1%	103,844 $3.49 Million
Q2 2020 Jul 10, 2020	BUY	$23.37 - $30.48 $138,771 - $180,990	5,938 Added 6.52%	96,958 $2.9 Million
Q1 2020 Apr 13, 2020	BUY	$21.97 - $32.5 $1.82 Million - $2.69 Million	82,678 Added 991.11%	91,020 $2.23 Million
Q4 2019 Jan 17, 2020	BUY	$27.22 - $31.28 $227,069 - $260,937	8,342 New	8,342 $260,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

38.7M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$129 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$69.2 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$61.4 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$55.2 Million
0.64% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

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