Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History
Leo Wealth, LLC
- $977 Billion
- Q1 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 4,685 shares of IWX stock, worth $350,672. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,685
Previous 4,946
5.28%
Holding current value
$350,672
Previous $365 Million
2.18%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
149Shares Held
40MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC9.47MShares$709 Million2.21% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$608 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.1MShares$531 Million2.14% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$498 Million8.17% of portfolio
-
Ae Wealth Management LLC914KShares$68.4 Million0.86% of portfolio