Leicht Financial Planning & Wealth Management, Inc. SPYV Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 439,954.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $22.47 Mil. This investment constitutes 11.75% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q2. And since then Leicht Financial Planning & Wealth Management, Inc. has made 6 purchases of SPYV, at an average price of $40.61, for a total of 586,467.00 shares. In addition, there have been 6 sales at an average price of $43.22 for 146,513.00 shares. Based on historical transaction data and SPYV's current price of $52.71, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPYV holdings is $5.70 Mil, reflecting a 23.95% gain to date.
Leicht Financial Planning & Wealth Management, Inc. SPYV ($52.71) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. SPYV ($52.71) 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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