Leo Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 68,904 shares of IBTE stock, worth $1.65 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
68,904
Previous 111,597
38.26%
Holding current value
$1.65 Million
Previous $2.68 Billion
38.19%
% of portfolio
0.15%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
293Shares Held
87.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$571 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$125 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.5 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53 Million0.01% of portfolio