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

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

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

253

Shares Held

35.8M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

3.35M
Shares

$118 Million
1.38% of portfolio
Morgan Stanley New York, NY

3.01M
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.07M
Shares

$73.1 Million
0.01% of portfolio
Valmark Advisers, Inc.

1.64M
Shares

$57.8 Million
0.8% of portfolio
Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$52 Million
0.02% of portfolio

View Full List

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