Leo Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Leo Wealth, LLC holds 13,999 shares of IWY stock, worth $3.01 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,999
Previous 16,168
13.42%
Holding current value
$3.01 Million
Previous $3.16 Billion
3.97%
% of portfolio
0.31%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.35 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.2 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.13 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$613 Million0.22% of portfolio