Leo Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Leo Wealth, LLC holds 7,585 shares of IWY stock, worth $1.79 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,585
Previous 7,866
3.57%
Holding current value
$1.79 Million
Previous $1.73 Billion
3.1%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio