Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Short Term Trea 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
Q2 2020 Jul 10, 2020	SELL	$30.66 - $30.74 $830,395 - $832,562	-27,084 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$29.96 - $30.72 $811,436 - $832,020	27,084 New	27,084 $828,000

Others Institutions Holding SPTS

# of Institutions

390

Shares Held

136M

Call Options Held

Put Options Held

Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$632 Million
8.69% of portfolio
State Street Corp Boston, MA

11.4M
Shares

$331 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

8.19M
Shares

$239 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

6.57M
Shares

$192 Million
0.1% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$141 Million
0.05% of portfolio

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