Leicht Financial Planning & Wealth Management, Inc. SPMB Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 787,344.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $17.36 Mil. This investment constitutes 9.08% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.29% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2021Q3. And since then Leicht Financial Planning & Wealth Management, Inc. has made 9 purchases of SPMB, at an average price of $23.18, for a total of 864,669.00 shares. In addition, there have been 6 sales at an average price of $23.12 for 77,325.00 shares. Based on historical transaction data and SPMB's current price of $21.83, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPMB holdings is $-1.07 Mil, reflecting a -5.32% gain to date.
Leicht Financial Planning & Wealth Management, Inc. SPMB ($21.83) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. SPMB ($21.83) 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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