Leo Wealth, LLC Purchases and Sells in Q3 2024

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

Top Buys

Incresed Positions

159 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	104K + 234.55%	$92.63 - $105.69 $9.66M - $11M	149K $15.5B
GSLC	63.4K + 16.63%	$101.72 - $112.94 $6.44M - $7.16M	444K $50.2B
JNJ	4.19K + 0.83%	$145.48 - $167.38 $609K - $701K	508K $82.4B
J P MORGAN EXCHANGE TRADED F	132K + 126.88%	N/A	236K $14.4B
IEF	31.2K + 10.47%	$92.67 - $99.14 $2.89M - $3.1M	329K $32.3B
SCHD	34K + 17.08%	$77.02 - $85.06 $2.62M - $2.89M	233K $19.7B

New Holdings

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZION	14.6K New	$42.49 - $52.53 $619K - $765K	14.6K $687M
JAAA	13.5K New	$50.52 - $50.95 $682K - $688K	13.5K $687M
VCIT	7.86K New	$79.29 - $84.02 $623K - $661K	7.86K $658M
XLP	6.11K New	$76.04 - $76.04 $465K - $465K	6.11K $507M
SPYI	9.9K New	N/A	9.9K $507M
IBTM	19.8K New	$22.2 - $23.71 $439K - $469K	19.8K $465M

Top Sells

Reduced Positions

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-76.3K - 63.39%	$89.91 - $101.33 $6.86M - $7.73M	44.1K $4.32B
AMZN	-13.4K - 8.87%	$161.02 - $200.0 $2.16M - $2.69M	138K $25.7B
BLK	-3.76K - 33.15%	$782.27 - $949.51 $2.94M - $3.57M	7.58K $7.2B
IWY	-6.13K - 43.81%	$194.66 - $225.97 $1.19M - $1.39M	7.87K $1.73B
IBTE	-42.7K - 38.26%	$23.88 - $24.01 $1.02M - $1.03M	68.9K $1.65B
NVDA	-5.43K - 6.44%	$98.91 - $134.91 $537K - $732K	78.8K $9.57B

Activity Summary All Purchases 198 New Holdings 39 Increased Positions 159 All Sells 119 Reductions 119 Sold out 0 Calls 0 Puts 0

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