Leicht Financial Planning & Wealth Management, Inc. Ishares Msci Usa Small Cap Min Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$22.24 - $36.32 $446,467 - $729,124	-20,075 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$33.75 - $35.48 $272,025 - $285,968	-8,060 Reduced 28.65%	20,075 $712,000
Q3 2019 Oct 17, 2019	BUY	$33.28 - $34.72 $173,854 - $181,377	5,224 Added 22.8%	28,135 $966,000
Q2 2019 Aug 02, 2019	BUY	$32.08 - $33.66 $227,896 - $239,120	7,104 Added 44.94%	22,911 $764,000
Q1 2019 May 02, 2019	BUY	$28.7 - $32.39 $453,660 - $511,988	15,807 New	15,807 $510,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6.01M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.03M
Shares

$43.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.3 Million
0.02% of portfolio
Wealth Management Resources, Inc.

283K
Shares

$12 Million
4.33% of portfolio

View Full List

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