Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
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 180,737 shares of IBDR stock, worth $4.29 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
180,737
Previous 162,165
11.45%
Holding current value
$4.29 Million
Previous $3.87 Billion
11.31%
% of portfolio
0.44%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
356Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio