Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 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 4,499 shares of IWX stock, worth $378,230. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,499
Previous 3,987
12.84%
Holding current value
$378,230
Previous $324 Million
9.75%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IWX
# of Institutions
194Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$868 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$683 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$519 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$485 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$89.8 Million0.81% of portfolio