Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $1.29 Trillion
- Q2 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 33,458 shares of IBTG stock, worth $765,519. This represents 0.06% of its overall portfolio holdings.
Number of Shares
33,458
Previous 45,547
26.54%
Holding current value
$765,519
Previous $1.04 Billion
26.57%
% of portfolio
0.06%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
286Shares Held
66.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio