Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $1.29 Trillion
- Q2 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 33,458 shares of IBTG stock, worth $765,184. This represents 0.06% of its overall portfolio holdings.
Number of Shares
33,458
Previous 45,547
26.54%
Holding current value
$765,184
Previous $1.04 Billion
26.57%
% of portfolio
0.06%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
69.7MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.1 Million0.01% of portfolio