Leo Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 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 7,866 shares of IWY stock, worth $1.9 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,866
Previous 13,999
43.81%
Holding current value
$1.9 Million
Previous $3.03 Billion
42.93%
% of portfolio
0.16%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.58 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.44 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.27 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.21 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$497 Million0.12% of portfolio