Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 59,998 shares of IBDT stock, worth $1.5 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
59,998
Previous 48,435
23.87%
Holding current value
$1.5 Million
Previous $1.2 Billion
27.68%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.3 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio