Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 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 86,112 shares of IBDR stock, worth $2.05 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
86,112
Previous 126,122
31.72%
Holding current value
$2.05 Million
Previous $3.06 Billion
31.58%
% of portfolio
0.27%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio