Leicht Financial Planning & Wealth Management, Inc. Ishares Barclays 20+ Year Trea Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$156.11 - $171.29 $300,355 - $329,561	-1,924 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$136.74 - $171.29 $1.19 Million - $1.49 Million	-8,697 Reduced 81.88%	1,924 $317,000
Q4 2019 Jan 17, 2020	BUY	$134.91 - $145.99 $1.43 Million - $1.55 Million	10,621 New	10,621 $1.44 Million

Others Institutions Holding TLT

# of Institutions

1,307

Shares Held

405M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.51 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.68 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.53 Billion
0.04% of portfolio

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