Leo Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 44,661 shares of IBDW stock, worth $941,900. This represents 0.12% of its overall portfolio holdings.
Number of Shares
44,661
Previous 32,649
36.79%
Holding current value
$941,900
Previous $687 Million
37.96%
% of portfolio
0.12%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio