Leo Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 153,769 shares of IBTF stock, worth $3.59 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
153,769
Previous 149,275
3.01%
Holding current value
$3.59 Million
Previous $3.47 Billion
2.96%
% of portfolio
0.36%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
254Shares Held
80.5MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio