Leo Wealth, LLC Ishares Tr Transaction History
Leo Wealth, LLC
- $977 Billion
- Q1 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 9,052 shares of IDV stock, worth $255,175. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,052
Previous 9,839
8.0%
Holding current value
$255,175
Previous $275 Million
7.84%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
464Shares Held
77.6MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$300 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$189 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$149 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$83.3 Million0.02% of portfolio