Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 80,708 shares of IBDS stock, worth $1.95 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
80,708
Previous 63,577
26.95%
Holding current value
$1.95 Million
Previous $1.51 Billion
26.57%
% of portfolio
0.2%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$174 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$132 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$120 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$79.7 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76.4 Million0.01% of portfolio