Number of Shares
151,130
Previous 154,012 1.87%
Holding current value
$2.75 Billion
Previous $3.31 Billion 16.87%
% of portfolio
0.28%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
N/A
-2,882 Reduced 1.87%
151,130 $2.75 Billion
Q1 2024

May 09, 2024

BUY
N/A
3,534 Added 2.35%
154,012 $3.31 Billion
Q4 2023

Mar 14, 2024

BUY
N/A
150,478 New
150,478 $3.24 Billion
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.