Number of Shares
15,768.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.83%
Total Estimate Gain
$1,813.32
% of Total Estimate Gain
0.11%

Leicht Financial Planning & Wealth Management, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 15,768.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.59 Mil. This investment constitutes 0.83% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2025Q1. And since then Leicht Financial Planning & Wealth Management, Inc. has made 1 purchases of SGOV, at an average price of $100.51, for a total of 15,768.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SGOV holdings is $1,813.32, reflecting a 0.11% gain to date.

Leicht Financial Planning & Wealth Management, Inc. SGOV ($100.63) Holding Chart

Leicht Financial Planning & Wealth Management, Inc. SGOV ($100.63) 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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