Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 88,260 shares of IBTI stock, worth $1.94 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
88,260
Previous 31,867
176.96%
Holding current value
$1.94 Million
Previous $717 Million
169.56%
% of portfolio
0.17%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
157Shares Held
24.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$36 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$23.8 Million1.65% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.7 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.5 Million0.02% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.2 Million0.55% of portfolio