Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $191 Million
- Q1 2025
A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 384,956 shares of SPSM stock, worth $15.6 Million. This represents 8.19% of its overall portfolio holdings.
Number of Shares
384,956
Previous 377,425
2.0%
Holding current value
$15.6 Million
Previous $17 Million
7.81%
% of portfolio
8.19%
Previous 8.67%
Shares
21 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
217MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio