Number of Shares
304,095.00
Current Holdings Value*
$10.11 Mil
% of Portfolio
5.29%
Total Estimate Gain
$-241,065.68
% of Total Estimate Gain
-1.64%

Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 304,095.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $10.11 Mil. This investment constitutes 5.29% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.1% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2019Q4. And since then Leicht Financial Planning & Wealth Management, Inc. has made 14 purchases of SPIB, at an average price of $34.12, for a total of 429,657.00 shares. In addition, there have been 8 sales at an average price of $34.05 for 125,562.00 shares. Based on historical transaction data and SPIB's current price of $33.36, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPIB holdings is $-241,065.68, reflecting a -1.64% gain to date.

Leicht Financial Planning & Wealth Management, Inc. SPIB ($33.36) Holding Chart

Leicht Financial Planning & Wealth Management, Inc. SPIB ($33.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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