Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
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 198,247 shares of IBDS stock, worth $4.81 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
198,247
Previous 199,970
0.86%
Holding current value
$4.81 Million
Previous $4.85 Billion
0.58%
% of portfolio
0.63%
Previous 0.38%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio