Leo Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Leo Wealth, LLC
- $696 Billion
- Q1 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 126,520 shares of IBDU stock, worth $2.92 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
126,520
Previous 109,703
15.33%
Holding current value
$2.92 Million
Previous $2.5 Billion
17.0%
% of portfolio
0.42%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$141 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$109 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.3 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.3 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$82.9 Million7.66% of portfolio