Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 11,590 shares of IBDV stock, worth $250,228. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,590

Holding current value

$250,228

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$21.11 - $22.24 $244,664 - $257,761	11,590 New	11,590 $257 Million

Others Institutions Holding IBDV

# of Institutions

184

Shares Held

41.4M

Call Options Held

Put Options Held

Capital Investment Advisors, LLC

2.62M
Shares

$56.6 Million
1.21% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$56.2 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$50.2 Million
1.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.16M
Shares

$46.6 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$45.3 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account