Leo Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Number of Shares
267,931
Holding current value
$16.8 Billion
% of portfolio
1.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
267,931 New
267,931 $16.8 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
16,436 Added 6.96%
252,620 $15.7 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
132,082 Added 126.88%
236,184 $14.4 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
104,102 New
104,102 $6.1 Billion
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