Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 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 27,981 shares of IBTI stock, worth $628,173. This represents 0.06% of its overall portfolio holdings.
Number of Shares
27,981
Previous 27,723
0.93%
Holding current value
$628,173
Previous $608 Million
0.45%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
130Shares Held
18.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.45MShares$32.5 Million0.01% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.7 Million0.55% of portfolio
-
Atwood & Palmer Inc940KShares$21.1 Million1.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL897KShares$20.1 Million0.03% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY766KShares$17.2 Million8.0% of portfolio