Leicht Financial Planning & Wealth Management, Inc. XLF Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 96,838.00 shares of Financial Select Sector SPDR(XLF), totaling $4.82 Mil. This investment constitutes 2.52% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q3. And since then Leicht Financial Planning & Wealth Management, Inc. has made 9 purchases of XLF, at an average price of $33.66, for a total of 367,090.00 shares. In addition, there have been 13 sales at an average price of $33.73 for 270,252.00 shares. Based on historical transaction data and XLF's current price of $52.39, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his XLF holdings is $1.83 Mil, reflecting a 14.83% gain to date.
Leicht Financial Planning & Wealth Management, Inc. XLF ($52.39) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. XLF ($52.39) 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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