Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 4,807 shares of IWX stock, worth $373,792. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,807
Previous 4,685
2.6%
Holding current value
$373,792
Previous $357 Million
0.45%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
153Shares Held
39.9MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC9.47MShares$737 Million2.21% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$631 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$551 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$517 Million7.91% of portfolio
-
Ae Wealth Management LLC914KShares$71.1 Million0.86% of portfolio