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 $1.64 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
68,904
Previous 111,597 38.26%
Holding current value
$1.64 Million
Previous $2.68 Billion 38.19%
% of portfolio
0.15%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$23.88 - $24.01 $1.02 Million - $1.03 Million
-42,693 Reduced 38.26%
68,904 $1.65 Billion
Q2 2024

Jul 17, 2024
BUY
$23.85 - $23.98 $82,711 - $83,162
3,468 Added 3.21%
111,597 $2.68 Billion
Q1 2024

May 09, 2024
BUY
$23.85 - $23.95 $44,384 - $44,570
1,861 Added 1.75%
108,129 $2.59 Billion
Q4 2023

Mar 14, 2024
BUY
$23.75 - $23.91 $2.52 Million - $2.54 Million
106,268 New
106,268 $2.54 Billion

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email