Leo Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 55,518 shares of IBTF stock, worth $1.3 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
55,518
Previous 143,051
61.19%
Holding current value
$1.3 Million
Previous $3.35 Billion
61.36%
% of portfolio
0.12%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
309Shares Held
85.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.6 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio