Leo Wealth, LLC Ishares Barclays Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Leo Wealth, LLC holds 298,213 shares of IEF stock, worth $29.2 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
298,213
Previous 314,764
5.26%
Holding current value
$29.2 Million
Previous $29.5 Billion
6.09%
% of portfolio
2.83%
Previous 3.02%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,003Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.99 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio