Leicht Financial Planning & Wealth Management, Inc. Blackrock Short Maturity Bond Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	$45.53 - $50.41 $1.16 Million - $1.29 Million	-25,526 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$50.21 - $50.36 $1.28 Million - $1.29 Million	25,526 New	25,526 $1.28 Million

Others Institutions Holding NEAR

# of Institutions

366

Shares Held

42.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.34M
Shares

$169 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

3.22M
Shares

$163 Million
25.82% of portfolio
Morgan Stanley New York, NY

2.87M
Shares

$146 Million
0.01% of portfolio
Clearwater Capital Advisors, LLC

2.55M
Shares

$129 Million
13.32% of portfolio
Lpl Financial LLC Fort Mill, SC

2.19M
Shares

$111 Million
0.05% of portfolio

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