Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 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 16,701 shares of IBTG stock, worth $382,452. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,701
Previous 33,458
50.08%
Holding current value
$382,452
Previous $767 Million
50.04%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio