Leo Wealth, LLC Ishares Barclays Transaction History
Leo Wealth, LLC
- $1.38 Trillion
- Q4 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Leo Wealth, LLC holds 417,952 shares of IEF stock, worth $40.3 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
417,952
Previous 159,749
161.63%
Holding current value
$40.3 Million
Previous $15.4 Billion
160.88%
% of portfolio
2.92%
Previous 2.0%
Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
1,204Shares Held
344MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio