Leo Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Leo Wealth, LLC
- $977 Billion
- Q1 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 108,129 shares of IBTE stock, worth $2.59 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
108,129
Previous 106,268
1.75%
Holding current value
$2.59 Million
Previous $2.54 Billion
2.06%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.6 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.2 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio