Leo Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 171,934 shares of IBDU stock, worth $4.02 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
171,934
Previous 157,165
9.4%
Holding current value
$4.02 Million
Previous $3.67 Billion
10.05%
% of portfolio
0.52%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio