Leicht Financial Planning & Wealth Management, Inc. SPTI Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 876,252.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $25.04 Mil. This investment constitutes 13.1% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.32% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2021Q3. And since then Leicht Financial Planning & Wealth Management, Inc. has made 10 purchases of SPTI, at an average price of $29.60, for a total of 1.05 Mil shares. In addition, there have been 5 sales at an average price of $30.75 for 172,712.00 shares. Based on historical transaction data and SPTI's current price of $28.50, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPTI holdings is $-769,270.32, reflecting a -2.48% gain to date.
Leicht Financial Planning & Wealth Management, Inc. SPTI ($28.50) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. SPTI ($28.50) 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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