Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $199 Million
- Q3 2024
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 376,562 shares of SPSM stock, worth $17.5 Million. This represents 8.63% of its overall portfolio holdings.
Number of Shares
376,562
Previous 375,843
0.19%
Holding current value
$17.5 Million
Previous $15.6 Million
9.8%
% of portfolio
8.63%
Previous 8.31%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
893Shares Held
199MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$908 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$720 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$260 Million0.05% of portfolio