Leicht Financial Planning & Wealth Management, Inc. Ishares Tr Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 02, 2019	SELL	N/A	-8,005 Closed	0 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-159 Reduced 1.95%	8,005 $222,000
Q3 2018 Oct 19, 2018	BUY	N/A	489 Added 6.37%	8,164 $274,000
Q2 2018 Jul 16, 2018	BUY	N/A	7,675 New	7,675 $246,000

Others Institutions Holding LRGF

# of Institutions

200

Shares Held

32.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$252 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$196 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$119 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$117 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$108 Million
0.02% of portfolio

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Ticker LRGF
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