Leo Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 3,138 shares of IWD stock, worth $584,232. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,138
Previous 3,597
12.76%
Holding current value
$584,232
Previous $644 Million
14.96%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.35 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.07 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.81 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.68 Billion0.14% of portfolio